Heartwood Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Heartwood Wealth Advisors LLC

  • $836 Million
  • Q2 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 87,574 shares of TLT stock, worth $8.72 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
87,574
Previous 86,113 1.7%
Holding current value
$8.72 Million
Previous $8.15 Million 1.36%
% of portfolio
0.96%
Previous 1.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$87.78 - $94.67 $128,246 - $138,312
1,461 Added 1.7%
87,574 $8.04 Million
Q1 2024

Apr 02, 2024
BUY
$92.18 - $98.72 $575,848 - $616,703
6,247 Added 7.82%
86,113 $8.15 Million
Q4 2023

Jan 17, 2024
BUY
$82.77 - $100.51 $6.61 Million - $8.03 Million
79,866 New
79,866 $7.9 Million

Others Institutions Holding TLT

# of Institutions
1,267
Shares Held
401M
Call Options Held
120M
Put Options Held
93.8M
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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