Colton Groome Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Colton Groome Financial Advisors, LLC

$249 Million
Q1 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 2,167 shares of TLT stock, worth $200,490. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,167

Previous 2,797 22.52%

Holding current value

$200,490

Previous $276,000 25.72%

% of portfolio

0.08%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$92.18 - $98.72 $58,073 - $62,193	-630 Reduced 22.52%	2,167 $205,000
Q4 2023 Jan 31, 2024	BUY	$82.77 - $100.51 $231,507 - $281,126	2,797 New	2,797 $276,000
Q1 2021 Apr 21, 2021	SELL	$133.92 - $157.54 $1.02 Million - $1.2 Million	-7,641 Closed	0 $0
Q4 2020 Jan 19, 2021	SELL	$155.16 - $163.36 $765,249 - $805,691	-4,932 Reduced 39.23%	7,641 $1.21 Million
Q3 2020 Oct 23, 2020	SELL	$161.12 - $171.57 $820,745 - $873,977	-5,094 Reduced 28.83%	12,573 $2.05 Million

Q2 2020 Jul 14, 2020	BUY	$156.11 - $171.29 $1.34 Million - $1.47 Million	8,571 Added 94.23%	17,667 $2.9 Million
Q1 2020 Apr 13, 2020	BUY	$136.74 - $171.29 $1.24 Million - $1.56 Million	9,096 New	9,096 $1.5 Million

Others Institutions Holding TLT

# of Institutions

1,261

Shares Held

361M

Call Options Held

105M

Put Options Held

74.3M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Colton Groome Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History