Clearview Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 8,131 shares of TLT stock, worth $719,024. This represents 0.55% of its overall portfolio holdings.

Number of Shares

8,131

Previous 9,086 10.51%

Holding current value

$719,024

Previous $891,000 20.31%

% of portfolio

0.55%

Previous 0.69%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$87.1 - $98.49 $83,180 - $94,057	-955 Reduced 10.51%	8,131 $710,000
Q3 2024 Oct 15, 2024	BUY	$89.91 - $101.33 $72,557 - $81,773	807 Added 9.75%	9,086 $891,000
Q2 2024 Jul 31, 2024	SELL	$87.78 - $94.67 $1.63 Million - $1.76 Million	-18,554 Reduced 69.15%	8,279 $759,000
Q1 2024 Apr 09, 2024	BUY	$92.18 - $98.72 $1.84 Million - $1.97 Million	19,972 Added 291.09%	26,833 $2.54 Million
Q4 2023 Jan 12, 2024	BUY	$82.77 - $100.51 $63,484 - $77,091	767 Added 12.59%	6,861 $678,000
Q3 2023 Oct 30, 2023	SELL	$88.41 - $102.95 $1.44 Million - $1.68 Million	-16,281 Reduced 72.76%	6,094 $540,000
Q2 2023 Aug 07, 2023	BUY	$100.28 - $108.53 $2.24 Million - $2.43 Million	22,375 New	22,375 $2.3 Million
Q4 2022 Jan 31, 2023	SELL	$92.4 - $109.47 $9,424 - $11,165	-102 Reduced 89.47%	12 $1,000
Q3 2022 Oct 18, 2022	SELL	$100.95 - $120.04 $1,615 - $1,920	-16 Reduced 12.31%	114 $12,000
Q2 2022 Aug 05, 2022	BUY	$108.81 - $132.38 $108 - $132	1 Added 0.78%	130 $15,000
Q3 2021 Nov 02, 2021	BUY	$144.09 - $151.79 $144 - $151	1 Added 0.78%	129 $19,000
Q2 2021 Jul 30, 2021	SELL	$135.6 - $145.73 $31,459 - $33,809	-232 Reduced 64.44%	128 $19,000
Q1 2021 May 06, 2021	BUY	$133.92 - $157.54 $10,311 - $12,130	77 Added 27.21%	360 $49,000
Q4 2020 Jan 21, 2021	BUY	$155.16 - $163.36 $43,910 - $46,230	283 New	283 $45,000

Others Institutions Holding TLT

# of Institutions

1,372

Shares Held

472M

Call Options Held

148M

Put Options Held

166M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Account

Clearview Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History