Beacon Pointe Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 5,661 shares of TLT stock, worth $494,318. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,661
Previous 3,124 81.21%
Holding current value
$494,318
Previous $306,000 61.44%
% of portfolio
0.01%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$87.1 - $98.49 $220,972 - $249,869
2,537 Added 81.21%
5,661 $494,000
Q3 2024

Nov 14, 2024
BUY
$89.91 - $101.33 $30,299 - $34,148
337 Added 12.09%
3,124 $306,000
Q2 2024

Aug 12, 2024
SELL
$87.78 - $94.67 $456,192 - $491,999
-5,197 Reduced 65.09%
2,787 $255,000
Q1 2024

May 14, 2024
BUY
$92.18 - $98.72 $107,113 - $114,712
1,162 Added 17.03%
7,984 $755,000
Q4 2023

Feb 08, 2024
BUY
$82.77 - $100.51 $241,109 - $292,785
2,913 Added 74.52%
6,822 $674,000
Q3 2023

Nov 14, 2023
BUY
$88.41 - $102.95 $345,594 - $402,431
3,909 New
3,909 $346,000
Q1 2023

May 12, 2023
BUY
$99.48 - $108.63 $248,401 - $271,249
2,497 New
2,497 $265,000
Q2 2022

Aug 11, 2022
SELL
$108.81 - $132.38 $7.29 Million - $8.87 Million
-66,976 Closed
0 $0
Q1 2022

May 17, 2022
BUY
$128.66 - $144.3 $8.62 Million - $9.66 Million
66,976 New
66,976 $8.85 Million

Others Institutions Holding TLT

# of Institutions
1,420
Shares Held
407M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email