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

Berger Financial Group, Inc

$1.18 Billion
Q3 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 132,197 shares of TLT stock, worth $12.4 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

132,197

Previous 131,949 0.19%

Holding current value

$12.4 Million

Previous $12.1 Million 7.09%

% of portfolio

1.1%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$89.91 - $101.33 $22,297 - $25,129	248 Added 0.19%	132,197 $13 Million
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

1,355

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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