Gerber Kawasaki Wealth & Investment Management Ishares Barclays 20+ Year Trea Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 51,239 shares of TLT stock, worth $4.63 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

51,239

Previous 47,256 8.43%

Holding current value

$4.63 Million

Previous $4.34 Million 15.89%

% of portfolio

0.23%

Previous 0.22%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $358,111 - $403,597	3,983 Added 8.43%	51,239 $5.03 Million
Q2 2024 Aug 13, 2024	BUY	$87.78 - $94.67 $491,568 - $530,152	5,600 Added 13.44%	47,256 $4.34 Million
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $1.88 Million - $2.02 Million	20,439 Added 96.33%	41,656 $3.94 Million
Q4 2023 Feb 12, 2024	BUY	$82.77 - $100.51 $1.47 Million - $1.78 Million	17,755 Added 512.85%	21,217 $2.1 Million
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $17,593 - $20,487	199 Added 6.1%	3,462 $307,000
Q2 2023 Aug 10, 2023	BUY	$100.28 - $108.53 $3,008 - $3,255	30 Added 0.93%	3,263 $335,000
Q1 2023 May 15, 2023	SELL	$99.48 - $108.63 $298,638 - $326,107	-3,002 Reduced 48.15%	3,233 $343,000
Q4 2022 Feb 08, 2023	BUY	$92.4 - $109.47 $576,114 - $682,545	6,235 New	6,235 $620,000
Q4 2021 Feb 11, 2022	SELL	$141.52 - $154.35 $424 - $463	-3 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$144.09 - $151.79 $432 - $455	3 New	3 $3,000

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
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Gerber Kawasaki Wealth & Investment Management Ishares Barclays 20+ Year Trea Transaction History