Heritage Wealth Management, Inc. /Ca/ Ishares Barclays 20+ Year Trea Transaction History

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 29,565 shares of TLT stock, worth $2.58 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

29,565

Previous 31,412 5.88%

Holding current value

$2.58 Million

Previous $2.74 Billion 1.89%

% of portfolio

2.02%

Previous 1.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$85.29 - $92.57 $157,530 - $170,976	-1,847 Reduced 5.88%	29,565 $2.69 Billion
Q4 2024 Feb 11, 2025	SELL	$87.1 - $98.49 $755,157 - $853,908	-8,670 Reduced 21.63%	31,412 $2.74 Billion
Q3 2024 Oct 18, 2024	BUY	$89.91 - $101.33 $80,019 - $90,183	890 Added 2.27%	40,082 $3.93 Billion
Q2 2024 Jul 25, 2024	BUY	$87.78 - $94.67 $349,452 - $376,881	3,981 Added 11.31%	39,192 $3.6 Billion
Q1 2024 May 06, 2024	BUY	$92.18 - $98.72 $574,557 - $615,321	6,233 Added 21.51%	35,211 $3.33 Billion
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $2.4 Million - $2.91 Million	28,978 New	28,978 $2.87 Billion

Others Institutions Holding TLT

# of Institutions

1,426

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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Heritage Wealth Management, Inc. /Ca/ Ishares Barclays 20+ Year Trea Transaction History