A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,180 shares of TLT stock, worth $982,386. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,180
Previous 6,354 75.95%
Holding current value
$982,386
Previous $583,000 87.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$89.91 - $101.33 $433,905 - $489,018
4,826 Added 75.95%
11,180 $1.1 Million
Q2 2024

Aug 19, 2024

SELL
$87.78 - $94.67 $152,034 - $163,968
-1,732 Reduced 21.42%
6,354 $583,000
Q1 2024

May 14, 2024

SELL
$92.18 - $98.72 $1.56 Million - $1.67 Million
-16,932 Reduced 67.68%
8,086 $765,000
Q4 2023

Feb 28, 2024

SELL
$82.77 - $100.51 $9.44 Million - $11.5 Million
-114,022 Reduced 82.01%
25,018 $2.47 Million
Q3 2023

Nov 22, 2023

SELL
$88.41 - $102.95 $2.81 Million - $3.27 Million
-31,733 Reduced 18.58%
139,040 $12.3 Million
Q2 2023

Aug 14, 2023

BUY
$100.28 - $108.53 $12.9 Million - $14 Million
128,738 Added 306.26%
170,773 $17.6 Million
Q1 2023

Jun 05, 2023

BUY
$99.48 - $108.63 $4.18 Million - $4.57 Million
42,035 New
42,035 $4.47 Million
Q4 2022

Jun 12, 2023

BUY
$92.4 - $109.47 $153 Million - $181 Million
1,651,184 Added 3928.12%
1,693,219 $169 Million
Q2 2022

Aug 11, 2022

SELL
$108.81 - $132.38 $84,545 - $102,859
-777 Closed
0 $0
Q1 2022

May 20, 2022

BUY
$128.66 - $144.3 $99,968 - $112,121
777 New
777 $103,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.