Institute For Wealth Management, Llc. Ishares Barclays 20+ Year Trea Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,592 shares of TLT stock, worth $324,824. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,592

Previous 3,713 3.26%

Holding current value

$324,824

Previous $340,000 3.53%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $10,879 - $12,260	-121 Reduced 3.26%	3,592 $352,000
Q2 2024 Jul 25, 2024	BUY	$87.78 - $94.67 $11,938 - $12,875	136 Added 3.8%	3,713 $340,000
Q1 2024 Apr 30, 2024	SELL	$92.18 - $98.72 $7,558 - $8,095	-82 Reduced 2.24%	3,577 $338,000
Q4 2023 Jan 31, 2024	BUY	$82.77 - $100.51 $22,927 - $27,841	277 Added 8.19%	3,659 $361,000
Q3 2023 Oct 13, 2023	BUY	$88.41 - $102.95 $88,410 - $102,950	1,000 Added 41.98%	3,382 $299,000
Q2 2023 Jul 25, 2023	SELL	$100.28 - $108.53 $35,198 - $38,094	-351 Reduced 12.84%	2,382 $245,000
Q1 2023 Apr 20, 2023	SELL	$99.48 - $108.63 $125,742 - $137,308	-1,264 Reduced 31.62%	2,733 $290,000
Q4 2022 Feb 02, 2023	SELL	$92.4 - $109.47 $12,381 - $14,668	-134 Reduced 3.24%	3,997 $397,000
Q3 2022 Oct 18, 2022	SELL	$100.95 - $120.04 $26,146 - $31,090	-259 Reduced 5.9%	4,131 $423,000
Q2 2022 Jul 25, 2022	BUY	$108.81 - $132.38 $42,762 - $52,025	393 Added 9.83%	4,390 $504,000
Q1 2022 Apr 29, 2022	BUY	$128.66 - $144.3 $88,646 - $99,422	689 Added 20.83%	3,997 $528,000
Q4 2021 Jan 21, 2022	BUY	$141.52 - $154.35 $66,089 - $72,081	467 Added 16.44%	3,308 $490,000
Q3 2021 Nov 15, 2021	SELL	$144.09 - $151.79 $36,598 - $38,554	-254 Reduced 8.21%	2,841 $410,000
Q2 2021 Jul 21, 2021	BUY	$135.6 - $145.73 $26,577 - $28,563	196 Added 6.76%	3,095 $447,000
Q1 2021 May 04, 2021	BUY	$133.92 - $157.54 $7,633 - $8,979	57 Added 2.01%	2,899 $393,000
Q4 2020 Feb 01, 2021	SELL	$155.16 - $163.36 $17,688 - $18,623	-114 Reduced 3.86%	2,842 $448,000
Q3 2020 Nov 03, 2020	SELL	$161.12 - $171.57 $5,155 - $5,490	-32 Reduced 1.07%	2,956 $483,000
Q2 2020 Jul 30, 2020	BUY	$156.11 - $171.29 $466,456 - $511,814	2,988 New	2,988 $490,000
Q1 2020 Apr 29, 2020	SELL	$136.74 - $171.29 $14,631 - $18,328	-107 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$134.91 - $145.99 $14,435 - $15,620	107 New	107 $14,000
Q3 2019 Oct 28, 2019	SELL	$130.07 - $147.8 $912,961 - $1.04 Million	-7,019 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	$122.21 - $132.9 $25,175 - $27,377	-206 Reduced 2.85%	7,019 $932,000
Q1 2019 May 15, 2019	BUY	$118.66 - $126.56 $857,318 - $914,396	7,225 New	7,225 $916,000
Q1 2018 May 15, 2018	SELL	$116.74 - $126.09 $392,129 - $423,536	-3,359 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$122.43 - $128.35 $411,242 - $431,127	3,359	3,359 $426,000

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

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Institute For Wealth Management, Llc. Ishares Barclays 20+ Year Trea Transaction History