Intergy Private Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Intergy Private Wealth, LLC

  • $240 Million
  • Q2 2024

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 33,890 shares of TLT stock, worth $3.15 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
33,890
Previous 13,461 151.76%
Holding current value
$3.15 Million
Previous $1.27 Million 144.3%
% of portfolio
1.3%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$87.78 - $94.67 $1.79 Million - $1.93 Million
20,429 Added 151.76%
33,890 $3.11 Million
Q1 2024

Apr 24, 2024
BUY
$92.18 - $98.72 $1.24 Million - $1.33 Million
13,461 New
13,461 $1.27 Million
Q2 2022

Jul 13, 2022
SELL
$108.81 - $132.38 $1.35 Million - $1.64 Million
-12,397 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$128.66 - $144.3 $781,094 - $876,045
6,071 Added 95.97%
12,397 $1.64 Million
Q4 2021

Feb 17, 2022
BUY
$141.52 - $154.35 $895,255 - $976,418
6,326 New
6,326 $937,000

Others Institutions Holding TLT

# of Institutions
1,261
Shares Held
361M
Call Options Held
105M
Put Options Held
74.3M
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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