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

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 55,759 shares of TLT stock, worth $5.23 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
55,759
Previous 56,167 0.73%
Holding current value
$5.23 Million
Previous $5.31 Million 3.71%
% of portfolio
0.14%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$87.78 - $94.67 $35,814 - $38,625
-408 Reduced 0.73%
55,759 $5.12 Million
Q1 2024

May 14, 2024
SELL
$92.18 - $98.72 $168,505 - $180,460
-1,828 Reduced 3.15%
56,167 $5.31 Million
Q4 2023

Feb 06, 2024
SELL
$82.77 - $100.51 $624,416 - $758,247
-7,544 Reduced 11.51%
57,995 $5.73 Million
Q3 2023

Nov 14, 2023
SELL
$88.41 - $102.95 $7.1 Million - $8.27 Million
-80,351 Reduced 55.08%
65,539 $5.81 Million
Q2 2023

Aug 08, 2023
BUY
$100.28 - $108.53 $3.98 Million - $4.31 Million
39,680 Added 37.36%
145,890 $15 Million
Q1 2023

May 03, 2023
BUY
$99.48 - $108.63 $8.51 Million - $9.3 Million
85,595 Added 415.21%
106,210 $11.3 Million
Q4 2022

Feb 14, 2023
SELL
$92.4 - $109.47 $27,073 - $32,074
-293 Reduced 1.4%
20,615 $2.05 Million
Q3 2022

Nov 14, 2022
SELL
$100.95 - $120.04 $188,069 - $223,634
-1,863 Reduced 8.18%
20,908 $2.14 Million
Q2 2022

Aug 11, 2022
SELL
$108.81 - $132.38 $1.69 Million - $2.05 Million
-15,507 Reduced 40.51%
22,771 $2.62 Million
Q4 2021

Aug 11, 2022
BUY
$141.52 - $154.35 $5.42 Million - $5.91 Million
38,278 New
38,278 $5.67 Million

Others Institutions Holding TLT

# of Institutions
1,295
Shares Held
402M
Call Options Held
120M
Put Options Held
93.7M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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