Bogart Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Bogart Wealth, LLC holds 122 shares of TLT stock, worth $10,413. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122
Holding current value
$10,413
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$85.29 - $92.57 $10,405 - $11,293
122 New
122 $11,000
Q1 2024

Apr 25, 2024
SELL
$92.18 - $98.72 $10,324 - $11,056
-112 Reduced 35.9%
200 $18,000
Q4 2023

Feb 06, 2024
BUY
$82.77 - $100.51 $2,483 - $3,015
30 Added 10.64%
312 $30,000
Q3 2023

Oct 30, 2023
BUY
$88.41 - $102.95 $2,298 - $2,676
26 Added 10.16%
282 $25,000
Q2 2023

Jul 28, 2023
BUY
$100.28 - $108.53 $15,643 - $16,930
156 Added 156.0%
256 $26,000
Q1 2023

Apr 21, 2023
BUY
$99.48 - $108.63 $9,948 - $10,863
100 New
100 $10,000
Q3 2022

Nov 03, 2022
BUY
$100.95 - $120.04 $0 - $0
0 New
0 $0
Q1 2022

Apr 22, 2022
SELL
$128.66 - $144.3 $1,029 - $1,154
-8 Closed
0 $0
Q2 2020

Jul 08, 2020
BUY
$156.11 - $171.29 $1,248 - $1,370
8 New
8 $1,000

Others Institutions Holding TLT

# of Institutions
1,419
Shares Held
455M
Call Options Held
179M
Put Options Held
130M
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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