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

Intergy Private Wealth, LLC

$265 Million
Q4 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 35,845 shares of TLT stock, worth $3.27 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

35,845

Previous 34,675 3.37%

Holding current value

$3.27 Million

Previous $3.4 Million 7.97%

% of portfolio

1.18%

Previous 1.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$87.1 - $98.49 $101,907 - $115,233	1,170 Added 3.37%	35,845 $3.13 Million
Q3 2024 Oct 17, 2024	BUY	$89.91 - $101.33 $70,579 - $79,544	785 Added 2.32%	34,675 $3.4 Million
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

1,432

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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