Creative Planning Ishares Barclays 20+ Year Trea Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Creative Planning holds 101,184 shares of TLT stock, worth $8.64 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

101,184

Previous 100,496 0.68%

Holding current value

$8.64 Million

Previous $8.78 Million 4.95%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$85.29 - $92.57 $58,679 - $63,688	688 Added 0.68%	101,184 $9.21 Million
Q4 2024 Feb 14, 2025	BUY	$87.1 - $98.49 $605,257 - $684,407	6,949 Added 7.43%	100,496 $8.78 Million
Q3 2024 Oct 11, 2024	BUY	$89.91 - $101.33 $70,219 - $79,138	781 Added 0.84%	93,547 $9.18 Million
Q2 2024 Aug 15, 2024	SELL	$87.78 - $94.67 $1.2 Million - $1.3 Million	-13,721 Reduced 12.89%	92,766 $8.51 Million
Q1 2024 May 10, 2024	SELL	$92.18 - $98.72 $643,692 - $689,361	-6,983 Reduced 6.15%	106,487 $10.1 Million
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $3.03 Million - $3.68 Million	36,645 Added 47.7%	113,470 $11.2 Million
Q3 2023 Nov 16, 2023	BUY	$88.41 - $102.95 $4.78 Million - $5.56 Million	54,038 Added 237.14%	76,825 $6.81 Million
Q2 2023 Jul 21, 2023	SELL	$100.28 - $108.53 $778,573 - $842,626	-7,764 Reduced 25.41%	22,787 $2.35 Million
Q1 2023 May 15, 2023	BUY	$99.48 - $108.63 $1.96 Million - $2.15 Million	19,750 Added 182.85%	30,551 $3.25 Million
Q4 2022 Feb 10, 2023	BUY	$92.4 - $109.47 $518,179 - $613,907	5,608 Added 107.99%	10,801 $1.08 Million
Q3 2022 Nov 03, 2022	SELL	$100.95 - $120.04 $50,273 - $59,779	-498 Reduced 8.75%	5,193 $532,000
Q2 2022 Aug 15, 2022	SELL	$108.81 - $132.38 $824,779 - $1 Million	-7,580 Reduced 57.12%	5,691 $654,000
Q1 2022 May 16, 2022	SELL	$128.66 - $144.3 $19,041 - $21,356	-148 Reduced 1.1%	13,271 $1.75 Million
Q4 2021 Feb 11, 2022	SELL	$141.52 - $154.35 $1.38 Million - $1.51 Million	-9,769 Reduced 42.13%	13,419 $1.99 Million
Q3 2021 Nov 10, 2021	BUY	$144.09 - $151.79 $1.74 Million - $1.83 Million	12,070 Added 108.56%	23,188 $3.35 Million
Q2 2021 Aug 04, 2021	SELL	$135.6 - $145.73 $1.47 Million - $1.58 Million	-10,819 Reduced 49.32%	11,118 $1.61 Million
Q1 2021 Apr 30, 2021	BUY	$133.92 - $157.54 $54,237 - $63,803	405 Added 1.88%	21,937 $2.97 Million
Q4 2020 Jan 29, 2021	SELL	$155.16 - $163.36 $895,428 - $942,750	-5,771 Reduced 21.14%	21,532 $3.4 Million
Q3 2020 Nov 05, 2020	BUY	$161.12 - $171.57 $1.44 Million - $1.53 Million	8,941 Added 48.69%	27,303 $4.46 Million
Q2 2020 Jul 23, 2020	BUY	$156.11 - $171.29 $551,380 - $604,996	3,532 Added 23.82%	18,362 $3.01 Million
Q1 2020 May 05, 2020	BUY	$136.74 - $171.29 $11,486 - $14,388	84 Added 0.57%	14,830 $2.45 Million
Q4 2019 Jan 30, 2020	SELL	$134.91 - $145.99 $2.37 Million - $2.56 Million	-17,545 Reduced 54.33%	14,746 $2 Million
Q3 2019 Nov 01, 2019	BUY	$130.07 - $147.8 $121,615 - $138,193	935 Added 2.98%	32,291 $4.62 Million
Q2 2019 Jul 26, 2019	BUY	$122.21 - $132.9 $2.3 Million - $2.5 Million	18,802 Added 149.77%	31,356 $4.16 Million
Q1 2019 Apr 24, 2019	SELL	$118.66 - $126.56 $2.14 Million - $2.28 Million	-18,031 Reduced 58.95%	12,554 $1.59 Million
Q4 2018 Feb 01, 2019	BUY	$112.0 - $121.51 $605,584 - $657,004	5,407 Added 21.48%	30,585 $3.72 Million
Q3 2018 Oct 25, 2018	SELL	$116.61 - $122.75 $12,127 - $12,766	-104 Reduced 0.41%	25,178 $2.95 Million
Q2 2018 Jul 20, 2018	SELL	$116.21 - $122.24 $5,461 - $5,745	-47 Reduced 0.19%	25,282 $3.08 Million
Q1 2018 Apr 18, 2018	SELL	$116.74 - $126.09 $958,085 - $1.03 Million	-8,207 Reduced 24.47%	25,329 $3.09 Million
Q4 2017 Jan 17, 2018	SELL	$122.43 - $128.35 $163,566 - $171,475	-1,336 Reduced 3.83%	33,536 $4.25 Million
Q3 2017 Oct 17, 2017	BUY	$124.48 - $129.28 $4.34 Million - $4.51 Million	34,872	34,872 $4.35 Million

Others Institutions Holding TLT

# of Institutions

1,419

Shares Held

455M

Call Options Held

179M

Put Options Held

130M

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Creative Planning Ishares Barclays 20+ Year Trea Transaction History