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

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 3,196 shares of TLT stock, worth $289,206. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,196

Previous 3,681 13.18%

Holding current value

$289,206

Previous $348,000 15.8%

% of portfolio

0.18%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$87.78 - $94.67 $42,573 - $45,914	-485 Reduced 13.18%	3,196 $293,000
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $88,861 - $95,166	964 Added 35.48%	3,681 $348,000
Q4 2023 Mar 07, 2024	BUY	$82.77 - $100.51 $25,741 - $31,258	311 Added 12.93%	2,717 $268,000
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $188,843 - $219,901	2,136 Added 791.11%	2,406 $213,000
Q2 2023 Aug 11, 2023	BUY	$100.28 - $108.53 $27,075 - $29,303	270 New	270 $27,000
Q4 2022 Feb 14, 2023	BUY	$92.4 - $109.47 $58,489 - $69,294	633 New	633 $63,000

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Ica Group Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History