Atticus Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 11 shares of TLT stock, worth $960. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 86 87.21%

Holding current value

$960

Previous $7,000 85.71%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$89.91 - $101.33 $6,743 - $7,599	-75 Reduced 87.21%	11 $1,000
Q2 2024 Jul 17, 2024	SELL	$87.78 - $94.67 $11,060 - $11,928	-126 Reduced 59.43%	86 $7,000
Q1 2024 Apr 17, 2024	BUY	$92.18 - $98.72 $3,041 - $3,257	33 Added 18.44%	212 $20,000
Q4 2023 Jan 17, 2024	SELL	$82.77 - $100.51 $31,204 - $37,892	-377 Reduced 67.81%	179 $17,000
Q3 2023 Nov 15, 2023	BUY	$88.41 - $102.95 $12,731 - $14,824	144 Added 34.95%	556 $49,000
Q2 2023 Jul 20, 2023	SELL	$100.28 - $108.53 $402,423 - $435,530	-4,013 Reduced 90.69%	412 $42,000
Q1 2023 Apr 17, 2023	BUY	$99.48 - $108.63 $394,040 - $430,283	3,961 Added 853.66%	4,425 $470,000
Q4 2022 Jan 31, 2023	BUY	$92.4 - $109.47 $12,012 - $14,231	130 Added 38.92%	464 $46,000
Q2 2022 Jul 13, 2022	SELL	$108.81 - $132.38 $331,326 - $403,097	-3,045 Reduced 90.12%	334 $38,000
Q1 2022 Apr 15, 2022	BUY	$128.66 - $144.3 $84,786 - $95,093	659 Added 24.23%	3,379 $446,000
Q4 2021 Jan 26, 2022	BUY	$141.52 - $154.35 $384,792 - $419,677	2,719 Added 271900.0%	2,720 $403,000
Q3 2021 Oct 18, 2021	SELL	$144.09 - $151.79 $1,440 - $1,517	-10 Reduced 90.91%	1 $0
Q2 2021 Jul 21, 2021	SELL	$135.6 - $145.73 $1,627 - $1,748	-12 Reduced 52.17%	11 $2,000
Q1 2021 Apr 15, 2021	SELL	$133.92 - $157.54 $431,222 - $507,278	-3,220 Reduced 99.29%	23 $3,000
Q4 2020 Jan 20, 2021	SELL	$155.16 - $163.36 $547,094 - $576,007	-3,526 Reduced 52.09%	3,243 $512,000
Q3 2020 Oct 21, 2020	SELL	$161.12 - $171.57 $418,912 - $446,082	-2,600 Reduced 27.75%	6,769 $1.11 Million
Q2 2020 Jul 15, 2020	BUY	$156.11 - $171.29 $1.1 Million - $1.21 Million	7,045 Added 303.14%	9,369 $1.54 Million
Q1 2020 Apr 23, 2020	BUY	$136.74 - $171.29 $253,926 - $318,085	1,857 Added 397.64%	2,324 $383,000
Q4 2019 Feb 03, 2020	BUY	$134.91 - $145.99 $63,002 - $68,177	467 New	467 $63,000

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

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Atticus Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History