A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,058 shares of TLT stock, worth $356,130. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,058
Holding current value
$356,130
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$89.91 - $101.33 $364,854 - $411,197
4,058 New
4,058 $398,000
Q4 2023

Feb 15, 2024

BUY
$82.77 - $100.51 $561,759 - $682,161
6,787 New
6,787 $671,000
Q2 2023

Aug 15, 2023

SELL
$100.28 - $108.53 $73,003 - $79,009
-728 Reduced 25.61%
2,115 $217,000
Q1 2023

May 15, 2023

BUY
$99.48 - $108.63 $282,821 - $308,835
2,843 New
2,843 $302,000
Q2 2018

Aug 14, 2018

BUY
$116.21 - $122.24 $42,184 - $44,373
363 New
363 $44,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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