Icapital Wealth LLC Ishares Barclays 20+ Year Trea Transaction History

Icapital Wealth LLC

$169 Million
Q4 2024

A detailed history of Icapital Wealth LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Icapital Wealth LLC holds 3,790 shares of TLT stock, worth $338,333. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,790

Holding current value

$338,333

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$87.1 - $98.49 $330,109 - $373,277	3,790 New	3,790 $330,000

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.71 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.21 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.5 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.21 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.5 Billion
0.29% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Icapital Wealth LLC Ishares Barclays 20+ Year Trea Transaction History