Financial Advocates Investment Management Ishares Barclays 20+ Year Trea Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Financial Advocates Investment Management holds 41,274 shares of TLT stock, worth $3.72 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

41,274

Previous 19,623 110.33%

Holding current value

$3.72 Million

Previous $1.93 Million 87.22%

% of portfolio

0.21%

Previous 0.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$87.1 - $98.49 $1.89 Million - $2.13 Million	21,651 Added 110.33%	41,274 $3.6 Million
Q3 2024 Oct 25, 2024	SELL	$89.91 - $101.33 $3.32 Million - $3.74 Million	-36,902 Reduced 65.28%	19,623 $1.93 Million
Q2 2024 Jul 26, 2024	BUY	$87.78 - $94.67 $2.35 Million - $2.53 Million	26,725 Added 89.68%	56,525 $5.19 Million
Q1 2024 May 01, 2024	SELL	$92.18 - $98.72 $312,490 - $334,660	-3,390 Reduced 10.21%	29,800 $2.82 Million
Q4 2023 Feb 08, 2024	SELL	$82.77 - $100.51 $793,598 - $963,689	-9,588 Reduced 22.41%	33,190 $3.28 Million
Q3 2023 Oct 27, 2023	SELL	$88.41 - $102.95 $2.81 Million - $3.28 Million	-31,820 Reduced 42.66%	42,778 $3.79 Million
Q2 2023 Aug 07, 2023	BUY	$100.28 - $108.53 $7.48 Million - $8.1 Million	74,598 New	74,598 $7.68 Million
Q4 2022 Feb 14, 2023	SELL	$92.4 - $109.47 $537,121 - $636,349	-5,813 Reduced 7.17%	75,206 $7.49 Million
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $5.53 Million - $6.58 Million	54,816 Added 209.2%	81,019 $8.21 Million
Q2 2022 Aug 12, 2022	BUY	$108.81 - $132.38 $402,814 - $490,070	3,702 Added 16.45%	26,203 $3.01 Million
Q1 2022 May 11, 2022	BUY	$128.66 - $144.3 $771,960 - $865,800	6,000 Added 36.36%	22,501 $2.97 Million
Q4 2021 Feb 14, 2022	BUY	$141.52 - $154.35 $665,568 - $725,908	4,703 Added 39.86%	16,501 $2.19 Million
Q3 2021 Nov 04, 2021	SELL	$144.09 - $151.79 $105,906 - $111,565	-735 Reduced 5.86%	11,798 $1.74 Million
Q2 2021 Aug 03, 2021	BUY	$135.6 - $145.73 $1.01 Million - $1.09 Million	7,468 Added 147.44%	12,533 $1.91 Million
Q1 2021 May 10, 2021	BUY	$133.92 - $157.54 $340,692 - $400,781	2,544 Added 100.91%	5,065 $612,000
Q4 2020 Feb 12, 2021	SELL	$155.16 - $163.36 $164,624 - $173,324	-1,061 Reduced 29.62%	2,521 $343,000
Q3 2020 Nov 04, 2020	SELL	$161.12 - $171.57 $1.66 Million - $1.76 Million	-10,283 Reduced 74.17%	3,582 $585,000
Q2 2020 Aug 14, 2020	BUY	$156.11 - $171.29 $288,022 - $316,030	1,845 Added 15.35%	13,865 $1.64 Million
Q1 2020 Apr 29, 2020	SELL	$136.74 - $171.29 $136,193 - $170,604	-996 Reduced 7.65%	12,020 $626,000
Q4 2019 Feb 13, 2020	SELL	$134.91 - $145.99 $1.48 Million - $1.6 Million	-10,991 Reduced 45.78%	13,016 $1.76 Million
Q3 2019 Nov 13, 2019	BUY	$130.07 - $147.8 $978,776 - $1.11 Million	7,525 Added 45.66%	24,007 $3.44 Million
Q2 2019 Aug 08, 2019	SELL	$122.21 - $132.9 $3.96 Million - $4.31 Million	-32,425 Reduced 66.3%	16,482 $2.19 Million
Q1 2019 May 16, 2019	BUY	$118.66 - $126.56 $2.82 Million - $3.01 Million	23,784 Added 94.67%	48,907 $6.18 Million
Q4 2018 May 09, 2019	BUY	$112.0 - $121.51 $482,384 - $523,343	4,307 Added 20.69%	25,123 $3.05 Million
Q4 2018 Mar 04, 2019	SELL	$112.0 - $121.51 $482,384 - $523,343	-4,307 Reduced 17.14%	20,816 $2.53 Million
Q4 2018 Feb 14, 2019	BUY	$112.0 - $121.51 $778,512 - $844,616	6,951 Added 38.25%	25,123 $3.05 Million
Q3 2018 Nov 14, 2018	BUY	$116.61 - $122.75 $2.12 Million - $2.23 Million	18,172 New	18,172 $0
Q1 2018 May 11, 2018	SELL	$116.74 - $126.09 $2.4 Million - $2.59 Million	-20,561 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	$122.43 - $128.35 $2.52 Million - $2.64 Million	20,561	20,561 $2.61 Million

Others Institutions Holding TLT

# of Institutions

1,435

Shares Held

410M

Call Options Held

175M

Put Options Held

153M

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About ISHARES BARCLAYS 20+ YEAR TREA

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Financial Advocates Investment Management Ishares Barclays 20+ Year Trea Transaction History