Ep Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 6,789 shares of TLT stock, worth $603,338. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,789
Previous 5,982 13.49%
Holding current value
$603,338
Previous $544,000 10.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$83.97 - $92.85 $67,763 - $74,929
807 Added 13.49%
6,789 $599,000
Q1 2025

May 15, 2025
SELL
$85.29 - $92.57 $401,545 - $435,819
-4,708 Reduced 44.04%
5,982 $544,000
Q4 2024

Feb 13, 2025
SELL
$87.1 - $98.49 $42,679 - $48,260
-490 Reduced 4.38%
10,690 $933,000
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

# of Institutions
1,405
Shares Held
433M
Call Options Held
157M
Put Options Held
157M
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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