Carolinas Wealth Consulting LLC Ishares Barclays 20+ Year Trea Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 422 shares of TLT stock, worth $38,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares
422
Previous 1,117 62.22%
Holding current value
$38,148
Previous $109,000 66.97%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 26, 2025
SELL
$87.1 - $98.49 $60,534 - $68,450
-695 Reduced 62.22%
422 $36,000
Q3 2024

Nov 12, 2024
BUY
$89.91 - $101.33 $12,317 - $13,882
137 Added 13.98%
1,117 $109,000
Q2 2024

Aug 12, 2024
SELL
$87.78 - $94.67 $965 - $1,041
-11 Reduced 1.11%
980 $89,000
Q3 2023

Nov 14, 2023
BUY
$88.41 - $102.95 $11,670 - $13,589
132 Added 15.37%
991 $87,000
Q2 2023

Aug 14, 2023
BUY
$100.28 - $108.53 $4,913 - $5,317
49 Added 6.05%
859 $88,000
Q1 2023

May 15, 2023
SELL
$99.48 - $108.63 $18,702 - $20,422
-188 Reduced 18.84%
810 $86,000
Q4 2022

Feb 14, 2023
BUY
$92.4 - $109.47 $78,355 - $92,830
848 Added 565.33%
998 $99,000
Q3 2022

Nov 14, 2022
BUY
$100.95 - $120.04 $15,142 - $18,006
150 New
150 $15,000
Q2 2022

Aug 16, 2022
SELL
$108.81 - $132.38 $4,787 - $5,824
-44 Closed
0 $0
Q1 2022

May 17, 2022
BUY
$128.66 - $144.3 $5,661 - $6,349
44 New
44 $6,000

Others Institutions Holding TLT

# of Institutions
1,431
Shares Held
412M
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
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