Evoke Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Evoke Wealth, LLC

$3.36 Billion
Q1 2024

A detailed history of Evoke Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Evoke Wealth, LLC holds 339,613 shares of TLT stock, worth $31.2 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

339,613

Previous 368,433 7.82%

Holding current value

$31.2 Million

Previous $36.4 Million 11.79%

% of portfolio

0.96%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$92.18 - $98.72 $2.66 Million - $2.85 Million	-28,820 Reduced 7.82%	339,613 $32.1 Million
Q4 2023 Feb 12, 2024	BUY	$82.77 - $100.51 $29.2 Million - $35.4 Million	352,216 Added 2171.89%	368,433 $36.4 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $902,224 - $1.05 Million	10,205 Added 169.74%	16,217 $1.44 Million
Q2 2023 Aug 09, 2023	BUY	$100.28 - $108.53 $501 - $542	5 Added 0.08%	6,012 $618,000
Q1 2023 May 08, 2023	SELL	$99.48 - $108.63 $21,089 - $23,029	-212 Reduced 3.41%	6,007 $638,000

Q4 2022 Feb 10, 2023	BUY	$93.98 - $109.47 $584,461 - $680,793	6,219 New	6,219 $619,000
Q1 2021 May 13, 2021	SELL	$133.92 - $157.54 $12,990 - $15,281	-97 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$156.11 - $171.29 $15,142 - $16,615	97 New	97 $16,000

Others Institutions Holding TLT

# of Institutions

1,271

Shares Held

365M

Call Options Held

105M

Put Options Held

74.3M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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