Marshall Financial Group LLC Ishares Barclays 20+ Year Trea Transaction History

Marshall Financial Group LLC

  • $412 Million
  • Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Marshall Financial Group LLC holds 4,470 shares of TLT stock, worth $394,745. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,470
Previous 5,507 18.83%
Holding current value
$394,745
Previous $505,000 13.27%
% of portfolio
0.11%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$89.91 - $101.33 $93,236 - $105,079
-1,037 Reduced 18.83%
4,470 $438,000
Q2 2024

Jul 19, 2024
SELL
$87.78 - $94.67 $145,100 - $156,489
-1,653 Reduced 23.09%
5,507 $505,000
Q1 2024

Apr 19, 2024
BUY
$92.18 - $98.72 $19,634 - $21,027
213 Added 3.07%
7,160 $677,000
Q4 2023

Jan 10, 2024
BUY
$82.77 - $100.51 $575,003 - $698,242
6,947 New
6,947 $686,000

Others Institutions Holding TLT

# of Institutions
1,354
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
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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