Avantax Advisory Services, Inc. Ishares Barclays 20+ Year Trea Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 207,035 shares of TLT stock, worth $18.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

207,035

Previous 179,765 15.17%

Holding current value

$18.7 Million

Previous $16.5 Million 23.11%

% of portfolio

0.14%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $2.45 Million - $2.76 Million	27,270 Added 15.17%	207,035 $20.3 Million
Q2 2024 Aug 09, 2024	BUY	$87.78 - $94.67 $3.13 Million - $3.37 Million	35,640 Added 24.73%	179,765 $16.5 Million
Q1 2024 May 08, 2024	SELL	$92.18 - $98.72 $872,944 - $934,878	-9,470 Reduced 6.17%	144,125 $13.6 Million
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $3.15 Million - $3.83 Million	38,095 Added 32.98%	153,595 $15.2 Million
Q3 2023 Nov 07, 2023	BUY	$88.41 - $102.95 $4.18 Million - $4.87 Million	47,289 Added 69.33%	115,500 $10.2 Million
Q2 2023 Aug 11, 2023	BUY	$100.28 - $108.53 $3.1 Million - $3.35 Million	30,864 Added 82.64%	68,211 $7.02 Million
Q1 2023 Apr 28, 2023	BUY	$99.48 - $108.63 $589,617 - $643,850	5,927 Added 18.86%	37,347 $3.97 Million
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $1.38 Million - $1.63 Million	14,930 Added 90.54%	31,420 $3.13 Million
Q3 2022 Nov 01, 2022	BUY	$100.95 - $120.04 $736,228 - $875,451	7,293 Added 79.3%	16,490 $1.69 Million
Q2 2022 Aug 02, 2022	BUY	$108.81 - $132.38 $507,598 - $617,552	4,665 Added 102.93%	9,197 $1.06 Million
Q1 2022 Apr 27, 2022	SELL	$128.66 - $144.3 $620,784 - $696,247	-4,825 Reduced 51.57%	4,532 $599,000
Q4 2021 Jan 24, 2022	SELL	$141.52 - $154.35 $128,924 - $140,612	-911 Reduced 8.87%	9,357 $1.39 Million
Q3 2021 Oct 21, 2021	SELL	$144.09 - $151.79 $7,780 - $8,196	-54 Reduced 0.52%	10,268 $1.48 Million
Q2 2021 Jul 29, 2021	BUY	$135.6 - $145.73 $835,567 - $897,988	6,162 Added 148.13%	10,322 $1.49 Million
Q1 2021 May 13, 2021	SELL	$133.92 - $157.54 $6,829 - $8,034	-51 Reduced 1.21%	4,160 $564,000
Q4 2020 Jan 22, 2021	SELL	$155.16 - $163.36 $1.3 Million - $1.37 Million	-8,368 Reduced 66.52%	4,211 $657,000
Q3 2020 Oct 14, 2020	BUY	$161.12 - $171.57 $293,399 - $312,428	1,821 Added 16.93%	12,579 $2.05 Million
Q2 2020 Aug 06, 2020	BUY	$156.11 - $171.29 $265,699 - $291,535	1,702 Added 18.79%	10,758 $1.77 Million
Q1 2020 Apr 30, 2020	BUY	$136.74 - $171.29 $817,841 - $1.02 Million	5,981 Added 194.5%	9,056 $1.5 Million
Q4 2019 Feb 14, 2020	BUY	$134.91 - $145.99 $414,848 - $448,919	3,075 New	3,075 $416,000

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Avantax Advisory Services, Inc. Ishares Barclays 20+ Year Trea Transaction History