Iams Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,622 shares of TLT stock, worth $681,940. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,622
Previous 3,363 126.64%
Holding current value
$681,940
Previous $294 Million 136.24%
% of portfolio
0.32%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$85.29 - $92.57 $363,250 - $394,255
4,259 Added 126.64%
7,622 $694 Million
Q4 2024

Jan 23, 2025
BUY
$87.1 - $98.49 $292,917 - $331,221
3,363 New
3,363 $294 Million
Q4 2023

Feb 07, 2024
BUY
$82.77 - $100.51 $841,274 - $1.02 Million
10,164 New
10,164 $1.01 Billion

Others Institutions Holding TLT

# of Institutions
1,417
Shares Held
399M
Call Options Held
175M
Put Options Held
153M
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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