Aspireon Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Aspireon Wealth Advisors holds 247,527 shares of TLT stock, worth $21.6 Million. This represents 14.35% of its overall portfolio holdings.

Number of Shares

247,527

Previous 157,318 57.34%

Holding current value

$21.6 Million

Previous $16.5 Million 59.25%

% of portfolio

14.35%

Previous 8.49%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	BUY	$99.48 - $108.63 $8.97 Million - $9.8 Million	90,209 Added 57.34%	247,527 $26.3 Million
Q4 2022 Feb 08, 2023	SELL	$92.4 - $109.47 $15.7 Million - $18.7 Million	-170,422 Reduced 52.0%	157,318 $16.5 Million
Q3 2022 Nov 18, 2022	BUY	$100.95 - $120.04 $32 Million - $38 Million	316,628 Added 2849.42%	327,740 $33.6 Million
Q3 2022 Nov 15, 2022	SELL	$100.95 - $120.04 $22.4 Million - $26.7 Million	-222,283 Reduced 95.24%	11,112 $1.07 Million
Q2 2022 Jul 29, 2022	BUY	$108.81 - $132.38 $26,549 - $32,300	244 Added 0.1%	233,395 $26.8 Million
Q1 2022 May 11, 2022	BUY	$128.66 - $144.3 $7.82 Million - $8.78 Million	60,812 Added 35.29%	233,151 $30.8 Million
Q4 2021 Feb 15, 2022	BUY	$141.52 - $154.35 $11.3 Million - $12.3 Million	79,616 Added 85.86%	172,339 $25.5 Million
Q3 2021 Nov 15, 2021	BUY	$144.09 - $151.79 $2.45 Million - $2.58 Million	16,977 Added 22.41%	92,723 $13.4 Million
Q2 2021 Aug 16, 2021	BUY	$135.6 - $145.73 $3.22 Million - $3.46 Million	23,746 Added 45.67%	75,746 $10.9 Million
Q1 2021 Apr 19, 2021	SELL	$133.92 - $157.54 $267,840 - $315,080	-2,000 Reduced 3.7%	52,000 $7 Million
Q4 2020 Feb 23, 2021	BUY	$155.16 - $163.36 $8.38 Million - $8.82 Million	54,000 New	54,000 $8.46 Million

Others Institutions Holding TLT

# of Institutions

1,386

Shares Held

449M

Call Options Held

179M

Put Options Held

131M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Aspireon Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History