A detailed history of Brown Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Brown Wealth Management, LLC holds 43,154 shares of TLT stock, worth $4 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
43,154
Previous 22,654 90.49%
Holding current value
$4 Million
Previous $2.24 Billion 82.29%
% of portfolio
1.69%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$92.18 - $98.72 $1.89 Million - $2.02 Million
20,500 Added 90.49%
43,154 $4.08 Billion
Q4 2023

Feb 14, 2024

SELL
$82.77 - $100.51 $3.11 Million - $3.78 Million
-37,586 Reduced 62.39%
22,654 $2.24 Billion
Q3 2023

Nov 14, 2023

BUY
$88.41 - $102.95 $5.33 Million - $6.2 Million
60,240 New
60,240 $5.34 Billion

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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