Hcr Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

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 4,754 shares of TLT stock, worth $419,017. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,754

Previous 40,969 88.4%

Holding current value

$419,017

Previous $3.58 Million 87.92%

% of portfolio

0.06%

Previous 0.45%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$85.29 - $92.57 $3.09 Million - $3.35 Million	-36,215 Reduced 88.4%	4,754 $432,000
Q4 2024 Jan 14, 2025	SELL	$87.1 - $98.49 $540,107 - $610,736	-6,201 Reduced 13.15%	40,969 $3.58 Million
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

# of Institutions

1,426

Shares Held

456M

Call Options Held

179M

Put Options Held

130M

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About ISHARES BARCLAYS 20+ YEAR TREA

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Hcr Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History