Berger Financial Group, Inc Ishares Barclays 20+ Year Trea Transaction History

Berger Financial Group, Inc

$1.08 Billion
Q2 2024

A detailed history of Berger Financial Group, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Berger Financial Group, Inc holds 131,949 shares of TLT stock, worth $13 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

131,949

Previous 135,074 2.31%

Holding current value

$13 Million

Previous $12.8 Million 5.24%

% of portfolio

1.13%

Previous 1.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$87.78 - $94.67 $274,312 - $295,843	-3,125 Reduced 2.31%	131,949 $12.1 Million
Q1 2024 Apr 16, 2024	BUY	$92.18 - $98.72 $2.01 Million - $2.16 Million	21,851 Added 19.3%	135,074 $12.8 Million
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $490,743 - $595,923	5,929 Added 5.53%	113,223 $11.2 Million
Q3 2023 Nov 03, 2023	BUY	$88.41 - $102.95 $181,063 - $210,841	2,048 Added 1.95%	107,294 $9.52 Million
Q2 2023 Aug 10, 2023	SELL	$100.28 - $108.53 $63,276 - $68,482	-631 Reduced 0.6%	105,246 $10.8 Million
Q1 2023 Apr 24, 2023	BUY	$99.48 - $108.63 $1.23 Million - $1.34 Million	12,323 Added 13.17%	105,877 $11.3 Million
Q4 2022 Jan 30, 2023	SELL	$92.4 - $109.47 $493,600 - $584,788	-5,342 Reduced 5.4%	93,554 $9.31 Million
Q3 2022 Oct 27, 2022	BUY	$100.95 - $120.04 $73,592 - $87,509	729 Added 0.74%	98,896 $10.1 Million
Q2 2022 Aug 08, 2022	BUY	$108.81 - $132.38 $10.7 Million - $13 Million	98,167 New	98,167 $11.3 Million

Others Institutions Holding TLT

# of Institutions

1,269

Shares Held

401M

Call Options Held

120M

Put Options Held

93.8M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Ishares Barclays 20+ Year Trea Transaction History