Kiley Juergens Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Kiley Juergens Wealth Management, LLC

  • $362 Million
  • Q1 2025

A detailed history of Kiley Juergens Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 40,085 shares of TLT stock, worth $3.62 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
40,085
Previous 42,218 5.05%
Holding current value
$3.62 Million
Previous $3.69 Million 1.03%
% of portfolio
1.01%
Previous 0.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$85.29 - $92.57 $181,923 - $197,451
-2,133 Reduced 5.05%
40,085 $3.65 Million
Q4 2024

Jan 16, 2025
BUY
$87.1 - $98.49 $559,704 - $632,896
6,426 Added 17.95%
42,218 $3.69 Million
Q3 2024

Oct 15, 2024
BUY
$89.91 - $101.33 $1.25 Million - $1.4 Million
13,849 Added 63.11%
35,792 $3.51 Million
Q2 2024

Jul 23, 2024
BUY
$87.78 - $94.67 $1.93 Million - $2.08 Million
21,943 New
21,943 $2.01 Million

Others Institutions Holding TLT

# of Institutions
1,418
Shares Held
399M
Call Options Held
175M
Put Options Held
153M
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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