Clarus Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

A detailed history of Clarus Wealth Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Clarus Wealth Advisors holds 4,236 shares of TLT stock, worth $362,008. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,236

Previous 4,431 4.4%

Holding current value

$362,008

Previous $406,000 2.22%

% of portfolio

0.21%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$89.91 - $101.33 $17,532 - $19,759	-195 Reduced 4.4%	4,236 $415,000
Q2 2024 Jul 11, 2024	SELL	$87.78 - $94.67 $39,588 - $42,696	-451 Reduced 9.24%	4,431 $406,000
Q1 2024 Apr 11, 2024	SELL	$92.18 - $98.72 $1.22 Million - $1.3 Million	-13,206 Reduced 73.01%	4,882 $461,000
Q4 2023 Jan 22, 2024	SELL	$82.77 - $100.51 $628,886 - $763,674	-7,598 Reduced 29.58%	18,088 $1.79 Million
Q2 2023 Jul 10, 2023	BUY	$100.28 - $108.53 $252,003 - $272,735	2,513 Added 10.84%	25,686 $2.64 Million
Q1 2023 Apr 10, 2023	BUY	$99.48 - $108.63 $1.35 Million - $1.48 Million	13,611 Added 142.34%	23,173 $2.46 Million
Q4 2022 Jan 12, 2023	BUY	$92.4 - $109.47 $883,528 - $1.05 Million	9,562 New	9,562 $0
Q3 2020 Oct 08, 2020	SELL	$161.12 - $171.57 $496,894 - $529,121	-3,084 Closed	0 $0
Q2 2020 Jul 09, 2020	BUY	$156.11 - $171.29 $80,240 - $88,043	514 Added 20.0%	3,084 $505,000
Q1 2020 Apr 08, 2020	BUY	$136.74 - $171.29 $351,421 - $440,215	2,570 New	2,570 $433,000
Q3 2018 Oct 03, 2018	SELL	$116.61 - $122.75 $1,749 - $1,841	-15 Closed	0 $0
Q2 2018 Jul 05, 2018	BUY	$116.21 - $122.24 $1,743 - $1,833	15 New	15 $2,000

Others Institutions Holding TLT

# of Institutions

1,352

Shares Held

478M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Clarus Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History