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

Gerber Kawasaki Wealth & Investment Management

  • $1.98 Billion
  • Q2 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 47,256 shares of TLT stock, worth $4.44 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
47,256
Previous 41,656 13.44%
Holding current value
$4.44 Million
Previous $3.94 Million 10.05%
% of portfolio
0.22%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,295
Shares Held
402M
Call Options Held
120M
Put Options Held
93.7M
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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