Aspire Wealth Management Corp Ishares Barclays 20+ Year Trea Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Aspire Wealth Management Corp holds 1,375 shares of TLT stock, worth $120,821. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,375

Previous 1,840 25.27%

Holding current value

$120,821

Previous $168,000 20.24%

% of portfolio

0.08%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$89.91 - $101.33 $41,808 - $47,118	-465 Reduced 25.27%	1,375 $134,000
Q2 2024 Aug 12, 2024	BUY	$87.78 - $94.67 $6,846 - $7,384	78 Added 4.43%	1,840 $168,000
Q1 2024 Apr 29, 2024	SELL	$92.18 - $98.72 $15,762 - $16,881	-171 Reduced 8.85%	1,762 $166,000
Q4 2023 Jan 22, 2024	BUY	$82.77 - $100.51 $331 - $402	4 Added 0.21%	1,933 $191,000
Q3 2023 Oct 30, 2023	BUY	$88.41 - $102.95 $169,570 - $197,458	1,918 Added 17436.36%	1,929 $171,000
Q1 2023 May 04, 2023	SELL	$99.48 - $108.63 $63,269 - $69,088	-636 Reduced 98.3%	11 $1,000
Q4 2022 Feb 06, 2023	BUY	$92.4 - $109.47 $554 - $656	6 Added 0.94%	647 $64,000
Q3 2022 Nov 09, 2022	SELL	$100.95 - $120.04 $63,194 - $75,145	-626 Reduced 49.41%	641 $66,000
Q2 2022 Aug 11, 2022	BUY	$108.81 - $132.38 $96,079 - $116,891	883 Added 229.95%	1,267 $145,000
Q1 2022 May 03, 2022	SELL	$128.66 - $144.3 $3,087 - $3,463	-24 Reduced 5.88%	384 $51,000
Q4 2021 Mar 14, 2022	BUY	$141.52 - $154.35 $57,740 - $62,974	408 New	408 $61,000

Others Institutions Holding TLT

# of Institutions

1,354

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Aspire Wealth Management Corp Ishares Barclays 20+ Year Trea Transaction History