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

Measured Wealth Private Client Group, LLC

$309 Million
Q1 2025

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 68,060 shares of TLT stock, worth $5.81 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

68,060

Previous 63,223 7.65%

Holding current value

$5.81 Million

Previous $5.52 Million 12.21%

% of portfolio

2.01%

Previous 1.8%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$85.29 - $92.57 $412,547 - $447,761	4,837 Added 7.65%	68,060 $6.2 Million
Q4 2024 Jan 27, 2025	BUY	$87.1 - $98.49 $380,539 - $430,302	4,369 Added 7.42%	63,223 $5.52 Million
Q3 2024 Oct 25, 2024	BUY	$89.91 - $101.33 $2.62 Million - $2.95 Million	29,139 Added 98.06%	58,854 $5.77 Million
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

1,419

Shares Held

455M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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