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

Heartwood Wealth Advisors LLC

$830 Million
Q1 2025

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 102,708 shares of TLT stock, worth $8.77 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

102,708

Previous 88,387 16.2%

Holding current value

$8.77 Million

Previous $7.72 Million 21.13%

% of portfolio

1.13%

Previous 0.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$85.29 - $92.57 $1.22 Million - $1.33 Million	14,321 Added 16.2%	102,708 $9.35 Million
Q4 2024 Jan 10, 2025	SELL	$87.1 - $98.49 $5,835 - $6,598	-67 Reduced 0.08%	88,387 $7.72 Million
Q3 2024 Oct 07, 2024	BUY	$89.91 - $101.33 $79,120 - $89,170	880 Added 1.0%	88,454 $8.68 Million
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

1,417

Shares Held

456M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Industry ETFs

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