A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,841 shares of TLT stock, worth $169,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,841
Previous 3,251 43.37%
Holding current value
$169,003
Previous $307,000 43.32%
% of portfolio
0.01%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$92.18 - $98.72 $129,973 - $139,195
-1,410 Reduced 43.37%
1,841 $174,000
Q4 2023

Feb 09, 2024

BUY
$82.77 - $100.51 $16,222 - $19,699
196 Added 6.42%
3,251 $321,000
Q3 2023

Nov 03, 2023

BUY
$88.41 - $102.95 $211,388 - $246,153
2,391 Added 360.09%
3,055 $270,000
Q2 2023

Aug 04, 2023

BUY
$100.28 - $108.53 $22,863 - $24,744
228 Added 52.29%
664 $68,000
Q1 2023

May 11, 2023

SELL
$99.48 - $108.63 $7,759 - $8,473
-78 Reduced 15.18%
436 $46,000
Q4 2022

Feb 09, 2023

SELL
$93.98 - $109.47 $88,529 - $103,120
-942 Reduced 64.7%
514 $51,000
Q3 2022

Nov 07, 2022

BUY
$105.27 - $120.04 $124,955 - $142,487
1,187 Added 441.26%
1,456 $149,000
Q2 2022

Aug 01, 2022

SELL
$108.81 - $132.38 $9,140 - $11,119
-84 Reduced 23.8%
269 $31,000
Q1 2022

May 25, 2022

BUY
$128.66 - $144.3 $45,416 - $50,937
353 New
353 $47,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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