Concord Wealth Partners Ishares Barclays 20+ Year Trea Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Concord Wealth Partners holds 20 shares of TLT stock, worth $1,745. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 22 9.09%
Holding current value
$1,745
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$89.91 - $101.33 $179 - $202
-2 Reduced 9.09%
20 $1,000
Q2 2024

Jul 31, 2024
SELL
$87.78 - $94.67 $1,228 - $1,325
-14 Reduced 38.89%
22 $2,000
Q1 2024

Apr 30, 2024
BUY
$92.18 - $98.72 $1,290 - $1,382
14 Added 63.64%
36 $3,000
Q4 2023

Apr 30, 2024
SELL
$82.77 - $100.51 $1,738 - $2,110
-21 Reduced 48.84%
22 $2,000
Q4 2023

Feb 05, 2024
SELL
$82.77 - $100.51 $1,738 - $2,110
-21 Reduced 48.84%
22 $2,000
Q3 2023

Apr 30, 2024
BUY
$88.41 - $102.95 $1,856 - $2,161
21 Added 95.45%
43 $3,000
Q4 2022

Jan 27, 2023
BUY
$92.4 - $109.47 $3,973 - $4,707
43 New
43 $4,000
Q1 2022

Apr 20, 2022
SELL
$128.66 - $144.3 $1,157 - $1,298
-9 Reduced 5.88%
144 $19,000
Q4 2021

Jan 21, 2022
BUY
$141.52 - $154.35 $15,567 - $16,978
110 Added 255.81%
153 $23,000
Q3 2021

Nov 09, 2021
SELL
$144.09 - $151.79 $7,204 - $7,589
-50 Reduced 53.76%
43 $6,000
Q1 2021

May 13, 2021
BUY
$133.92 - $157.54 $6,963 - $8,192
52 Added 126.83%
93 $13,000
Q4 2020

Feb 16, 2021
BUY
$155.16 - $163.36 $6,361 - $6,697
41 New
41 $6,000

Others Institutions Holding TLT

# of Institutions
1,354
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
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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