Heritage Wealth Management, Inc. /Ca/ Ishares Barclays 20+ Year Trea Transaction History

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 31,412 shares of TLT stock, worth $2.8 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

31,412

Previous 40,082 21.63%

Holding current value

$2.8 Million

Previous $3.93 Billion 30.24%

% of portfolio

1.97%

Previous 2.79%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$87.1 - $98.49 $755,157 - $853,908	-8,670 Reduced 21.63%	31,412 $2.74 Billion
Q3 2024 Oct 18, 2024	BUY	$89.91 - $101.33 $80,019 - $90,183	890 Added 2.27%	40,082 $3.93 Billion
Q2 2024 Jul 25, 2024	BUY	$87.78 - $94.67 $349,452 - $376,881	3,981 Added 11.31%	39,192 $3.6 Billion
Q1 2024 May 06, 2024	BUY	$92.18 - $98.72 $574,557 - $615,321	6,233 Added 21.51%	35,211 $3.33 Billion
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $2.4 Million - $2.91 Million	28,978 New	28,978 $2.87 Billion

Others Institutions Holding TLT

# of Institutions

1,369

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

Heritage Wealth Management, Inc. /Ca/ Ishares Barclays 20+ Year Trea Transaction History