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

Marshall Financial Group LLC

$408 Million
Q4 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 4,788 shares of TLT stock, worth $421,200. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,788

Previous 4,470 7.11%

Holding current value

$421,200

Previous $438,000 4.57%

% of portfolio

0.1%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$87.1 - $98.49 $27,697 - $31,319	318 Added 7.11%	4,788 $418,000
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

1,352

Shares Held

478M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Account

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