Wr Wealth Planners, LLC Ishares Barclays 20+ Year Trea Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,577 shares of TLT stock, worth $330,836. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,577

Previous 3,530 1.33%

Holding current value

$330,836

Previous $323,000 8.36%

% of portfolio

0.1%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$89.91 - $101.33 $4,225 - $4,762	47 Added 1.33%	3,577 $350,000
Q2 2024 Jul 31, 2024	SELL	$87.78 - $94.67 $8,778 - $9,467	-100 Reduced 2.75%	3,530 $323,000
Q1 2024 Jul 31, 2024	SELL	$92.18 - $98.72 $129,328 - $138,504	-1,403 Reduced 27.88%	3,630 $343,000
Q4 2023 Jul 30, 2024	BUY	$82.77 - $100.51 $416,581 - $505,866	5,033 New	5,033 $497,000
Q3 2023 Aug 01, 2024	BUY	$88.41 - $102.95 $412,874 - $480,776	4,670 Added 356.22%	5,981 $530 Million
Q2 2023 Aug 01, 2024	SELL	$100.28 - $108.53 $222,521 - $240,828	-2,219 Reduced 62.86%	1,311 $135 Million
Q1 2023 Aug 01, 2024	SELL	$99.48 - $108.63 $222,934 - $243,439	-2,241 Reduced 63.48%	1,289 $137 Million
Q4 2022 Oct 10, 2024	BUY	$92.4 - $109.47 $34,188 - $40,503	370 Added 39.78%	1,300 $129 Million
Q3 2022 Oct 10, 2024	SELL	$100.95 - $120.04 $262,470 - $312,104	-2,600 Reduced 73.65%	930 $95.3 Million
Q2 2022 Oct 17, 2024	SELL	$108.81 - $132.38 $23,938 - $29,123	-220 Reduced 20.6%	848 $97.4 Million
Q1 2022 Oct 17, 2024	SELL	$128.66 - $144.3 $322,807 - $362,048	-2,509 Reduced 70.14%	1,068 $141 Million

Others Institutions Holding TLT

# of Institutions

1,334

Shares Held

404M

Call Options Held

120M

Put Options Held

93.5M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Wr Wealth Planners, LLC Ishares Barclays 20+ Year Trea Transaction History