Insight Wealth Strategies, LLC Ishares Barclays 20+ Year Trea Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 300,901 shares of TLT stock, worth $27.1 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares

300,901

Previous 263,090 14.37%

Holding current value

$27.1 Million

Previous $23 Million 18.05%

% of portfolio

3.74%

Previous 3.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	BUY	$85.29 - $92.57 $3.22 Million - $3.5 Million	37,811 Added 14.37%	300,901 $27.1 Million
Q4 2024 Jan 06, 2025	BUY	$87.1 - $98.49 $973,429 - $1.1 Million	11,176 Added 4.44%	263,090 $23 Million
Q3 2024 Oct 07, 2024	BUY	$89.91 - $101.33 $3.4 Million - $3.83 Million	37,838 Added 17.68%	251,914 $24.7 Million
Q2 2024 Jul 08, 2024	BUY	$87.78 - $94.67 $631,313 - $680,866	7,192 Added 3.48%	214,076 $19.6 Million
Q1 2024 Apr 05, 2024	BUY	$92.18 - $98.72 $763,066 - $817,204	8,278 Added 4.17%	206,884 $19.6 Million
Q4 2023 Jan 12, 2024	BUY	$82.77 - $100.51 $1.4 Million - $1.7 Million	16,904 Added 9.3%	198,606 $19.6 Million
Q3 2023 Oct 13, 2023	BUY	$88.41 - $102.95 $3.41 Million - $3.98 Million	38,611 Added 26.98%	181,702 $16.1 Million
Q2 2023 Jul 14, 2023	BUY	$100.28 - $108.53 $6.7 Million - $7.25 Million	66,845 Added 87.67%	143,091 $14.7 Million
Q1 2023 Apr 06, 2023	BUY	$99.48 - $108.63 $161,356 - $176,197	1,622 Added 2.17%	76,246 $8.11 Million
Q4 2022 Jan 06, 2023	BUY	$92.4 - $109.47 $6.9 Million - $8.17 Million	74,624 New	74,624 $0
Q1 2021 May 12, 2021	SELL	$133.92 - $157.54 $199,005 - $234,104	-1,486 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$155.16 - $163.36 $230,567 - $242,752	1,486 New	1,486 $234,000
Q3 2020 Oct 29, 2020	SELL	$161.12 - $171.57 $1.3 Million - $1.38 Million	-8,059 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$156.11 - $171.29 $1.26 Million - $1.38 Million	8,059 New	8,059 $1.32 Million
Q4 2019 Feb 21, 2020	SELL	$134.91 - $145.99 $432,791 - $468,335	-3,208 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$130.07 - $147.8 $485,421 - $551,589	-3,732 Reduced 53.78%	3,208 $459,000
Q2 2019 Aug 06, 2019	SELL	$122.21 - $132.9 $650,279 - $707,160	-5,321 Reduced 43.4%	6,940 $922,000
Q1 2019 Apr 24, 2019	BUY	$118.66 - $126.56 $203,145 - $216,670	1,712 Added 16.23%	12,261 $1.55 Million
Q4 2018 Feb 12, 2019	BUY	$112.0 - $121.51 $1.18 Million - $1.28 Million	10,549 New	10,549 $1.28 Million

Others Institutions Holding TLT

# of Institutions

1,436

Shares Held

410M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Insight Wealth Strategies, LLC Ishares Barclays 20+ Year Trea Transaction History