A detailed history of Hcr Wealth Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Hcr Wealth Advisors holds 47,170 shares of TLT stock, worth $4.17 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
47,170
Previous 46,562 1.31%
Holding current value
$4.17 Million
Previous $4.27 Million 8.28%
% of portfolio
0.61%
Previous 0.61%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$89.91 - $101.33 $54,665 - $61,608
608 Added 1.31%
47,170 $4.63 Million
Q2 2024

Aug 06, 2024

BUY
$87.78 - $94.67 $37,130 - $40,045
423 Added 0.92%
46,562 $4.27 Million
Q1 2024

May 10, 2024

SELL
$92.18 - $98.72 $56,414 - $60,416
-612 Reduced 1.31%
46,139 $4.37 Million
Q4 2023

Feb 09, 2024

SELL
$82.77 - $100.51 $929,507 - $1.13 Million
-11,230 Reduced 19.37%
46,751 $4.62 Million
Q3 2023

Oct 20, 2023

SELL
$88.41 - $102.95 $775,355 - $902,871
-8,770 Reduced 13.14%
57,981 $5.14 Million
Q2 2023

Aug 09, 2023

SELL
$100.28 - $108.53 $116,324 - $125,894
-1,160 Reduced 1.71%
66,751 $6.87 Million
Q1 2023

May 12, 2023

BUY
$99.48 - $108.63 $822,898 - $898,587
8,272 Added 13.87%
67,911 $7.22 Million
Q4 2022

Feb 13, 2023

SELL
$92.4 - $109.47 $713,605 - $845,436
-7,723 Reduced 11.46%
59,639 $5.94 Million
Q3 2022

Nov 07, 2022

BUY
$100.95 - $120.04 $843,841 - $1 Million
8,359 Added 14.17%
67,362 $6.9 Million
Q2 2022

Aug 12, 2022

BUY
$108.81 - $132.38 $498,023 - $605,903
4,577 Added 8.41%
59,003 $6.78 Million
Q1 2022

May 05, 2022

BUY
$128.66 - $144.3 $7 Million - $7.85 Million
54,426 New
54,426 $7.19 Million
Q1 2021

May 13, 2021

SELL
$133.92 - $157.54 $1.26 Million - $1.48 Million
-9,382 Closed
0 $0
Q4 2020

Feb 04, 2021

SELL
$155.16 - $163.36 $13.5 Million - $14.3 Million
-87,242 Reduced 90.29%
9,382 $1.48 Million
Q3 2020

Nov 05, 2020

BUY
$161.12 - $171.57 $184,321 - $196,276
1,144 Added 1.2%
96,624 $15.7 Million
Q2 2020

Jul 30, 2020

SELL
$156.11 - $171.29 $13.7 Million - $15.1 Million
-87,954 Reduced 47.95%
95,480 $15.6 Million
Q1 2020

May 08, 2020

SELL
$136.74 - $171.29 $1.85 Million - $2.32 Million
-13,564 Reduced 6.89%
183,434 $30.2 Million
Q4 2019

Feb 07, 2020

BUY
$134.91 - $145.99 $669,153 - $724,110
4,960 Added 2.58%
196,998 $26.7 Million
Q3 2019

Nov 07, 2019

BUY
$130.07 - $147.8 $614,970 - $698,798
4,728 Added 2.52%
192,038 $27.4 Million
Q2 2019

Jul 25, 2019

BUY
$122.21 - $132.9 $2.03 Million - $2.21 Million
16,597 Added 9.72%
187,310 $24.9 Million
Q1 2019

May 10, 2019

BUY
$118.66 - $126.56 $16.8 Million - $17.9 Million
141,557 Added 485.52%
170,713 $21.5 Million
Q4 2018

Jan 31, 2019

BUY
$112.0 - $121.51 $3.03 Million - $3.28 Million
27,012 Added 1259.89%
29,156 $3.54 Million
Q3 2018

Nov 09, 2018

SELL
$116.61 - $122.75 $79,061 - $83,224
-678 Reduced 24.03%
2,144 $245,000
Q2 2018

Aug 14, 2018

SELL
$116.21 - $122.24 $83,438 - $87,768
-718 Reduced 20.28%
2,822 $347,000
Q1 2018

May 15, 2018

BUY
$116.74 - $126.09 $12,724 - $13,743
109 Added 3.18%
3,540 $439,000
Q4 2017

Feb 13, 2018

BUY
$122.43 - $128.35 $120,103 - $125,911
981 Added 40.04%
3,431 $436,000
Q3 2017

Nov 13, 2017

BUY
$124.48 - $129.28 $90,123 - $93,598
724 Added 41.95%
2,450 $301,000
Q2 2017

Aug 16, 2017

BUY
N/A
1,726
1,726 $214,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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  • Sector ETFs
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