Beacon Financial Group Ishares Barclays 20+ Year Trea Transaction History

Beacon Financial Group

$886 Million
Q4 2024

A detailed history of Beacon Financial Group transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Beacon Financial Group holds 33,314 shares of TLT stock, worth $2.94 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

33,314

Previous 29,608 12.52%

Holding current value

$2.94 Million

Previous $2.9 Million 0.17%

% of portfolio

0.33%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$87.1 - $98.49 $322,792 - $365,003	3,706 Added 12.52%	33,314 $2.91 Million
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $378,251 - $426,295	-4,207 Reduced 12.44%	29,608 $2.9 Million
Q2 2024 Aug 06, 2024	BUY	$87.78 - $94.67 $611,299 - $659,281	6,964 Added 25.94%	33,815 $3.1 Million
Q1 2024 May 07, 2024	BUY	$92.18 - $98.72 $458,964 - $491,526	4,979 Added 22.76%	26,851 $2.54 Million
Q4 2023 Feb 23, 2024	BUY	$82.77 - $100.51 $1.54 Million - $1.88 Million	18,660 Added 580.95%	21,872 $2.16 Million
Q3 2023 Oct 16, 2023	BUY	$88.41 - $102.95 $283,972 - $330,675	3,212 New	3,212 $310,000

Others Institutions Holding TLT

# of Institutions

1,367

Shares Held

466M

Call Options Held

148M

Put Options Held

145M

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About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Beacon Financial Group Ishares Barclays 20+ Year Trea Transaction History