Lifeworks Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 19,112 shares of TLT stock, worth $1.7 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
19,112
Previous 14,600 30.9%
Holding current value
$1.7 Million
Previous $1.43 Million 16.55%
% of portfolio
0.31%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$87.1 - $98.49 $392,995 - $444,386
4,512 Added 30.9%
19,112 $1.67 Million
Q3 2024

Nov 06, 2024
BUY
$89.91 - $101.33 $682,866 - $769,601
7,595 Added 108.42%
14,600 $1.43 Million
Q2 2024

Aug 13, 2024
SELL
$87.78 - $94.67 $221,556 - $238,947
-2,524 Reduced 26.49%
7,005 $642,000
Q1 2024

May 10, 2024
BUY
$92.18 - $98.72 $362,083 - $387,772
3,928 Added 70.13%
9,529 $901,000
Q4 2023

Feb 12, 2024
BUY
$82.77 - $100.51 $463,594 - $562,956
5,601 New
5,601 $553,000

Others Institutions Holding TLT

# of Institutions
1,405
Shares Held
432M
Call Options Held
162M
Put Options Held
161M
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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