Measured Wealth Private Client Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Measured Wealth Private Client Group, LLC

$283 Million
Q2 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 29,715 shares of TLT stock, worth $2.93 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

29,715

Previous 31,218 4.81%

Holding current value

$2.93 Million

Previous $2.95 Million 7.65%

% of portfolio

0.96%

Previous 1.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$87.78 - $94.67 $131,933 - $142,289	-1,503 Reduced 4.81%	29,715 $2.73 Million
Q1 2024 Apr 18, 2024	SELL	$92.18 - $98.72 $2.25 Million - $2.41 Million	-24,458 Reduced 43.93%	31,218 $2.95 Million
Q4 2023 Feb 06, 2024	SELL	$82.77 - $100.51 $365,595 - $443,952	-4,417 Reduced 7.35%	55,676 $5.51 Million
Q3 2023 Oct 18, 2023	BUY	$88.41 - $102.95 $363,541 - $423,330	4,112 Added 7.35%	60,093 $5.33 Million
Q2 2023 Jul 20, 2023	BUY	$100.28 - $108.53 $2.19 Million - $2.37 Million	21,883 Added 64.18%	55,981 $5.76 Million
Q1 2023 May 01, 2023	BUY	$99.48 - $108.63 $26,760 - $29,221	269 Added 0.8%	34,098 $3.63 Million
Q4 2022 Jan 23, 2023	BUY	$92.4 - $109.47 $613,351 - $726,661	6,638 Added 24.41%	33,829 $0
Q3 2022 Oct 27, 2022	BUY	$100.95 - $120.04 $2.74 Million - $3.26 Million	27,191 New	27,191 $2.79 Million
Q1 2022 May 03, 2022	SELL	$128.66 - $144.3 $1.44 Million - $1.61 Million	-11,178 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$141.52 - $154.35 $1.58 Million - $1.73 Million	11,178 New	11,178 $1.66 Million
Q2 2019 Jul 26, 2019	SELL	$122.21 - $132.9 $1.03 Million - $1.12 Million	-8,435 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$118.66 - $126.56 $125,304 - $133,647	1,056 Added 14.31%	8,435 $1.07 Million
Q4 2018 Feb 07, 2019	BUY	$112.0 - $121.51 $3,024 - $3,280	27 Added 0.37%	7,379 $897,000
Q3 2018 Nov 14, 2018	BUY	$116.61 - $122.75 $34,983 - $36,825	300 Added 4.25%	7,352 $862,000
Q2 2018 Aug 14, 2018	SELL	$116.21 - $122.24 $11,504 - $12,101	-99 Reduced 1.38%	7,052 $858,000
Q3 2017 Feb 15, 2018	BUY	$124.48 - $129.28 $890,156 - $924,481	7,151	7,151 $892,000

Others Institutions Holding TLT

# of Institutions

1,269

Shares Held

401M

Call Options Held

120M

Put Options Held

93.8M

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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Account

Measured Wealth Private Client Group, LLC Ishares Barclays 20+ Year Trea Transaction History