A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 523,846 shares of TLT stock, worth $45.3 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
523,846
Previous 10,000 5138.46%
Holding current value
$45.3 Million
Previous $910 Million 4978.48%
% of portfolio
0.89%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$83.97 - $92.85 $9.11 Million - $10.1 Million
108,447 Added 26.11%
523,846 $46.2 Billion
Q1 2025

Apr 29, 2025

SELL
$85.29 - $92.57 $1.11 Million - $1.21 Million
-13,065 Reduced 3.05%
415,399 $37.8 Billion
Q4 2024

Feb 03, 2025

BUY
$87.1 - $98.49 $2.89 Million - $3.27 Million
33,195 Added 8.4%
428,464 $37.4 Billion
Q3 2024

Oct 30, 2024

BUY
$89.91 - $101.33 $11.3 Million - $12.7 Million
125,728 Added 46.65%
395,269 $38.8 Billion
Q2 2024

Jul 30, 2024

BUY
$87.78 - $94.67 $1.75 Million - $1.88 Million
19,882 Added 7.96%
269,541 $24.7 Billion
Q1 2024

May 07, 2024

BUY
$92.18 - $98.72 $11 Million - $11.8 Million
119,390 Added 91.65%
249,659 $23.6 Billion
Q4 2023

Apr 15, 2024

BUY
$82.77 - $100.51 $10.8 Million - $13.1 Million
130,269 New
130,269 $12.9 Billion

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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