Montag A & Associates Inc Ishares Barclays 20+ Year Trea Transaction History

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Montag A & Associates Inc holds 3,567 shares of TLT stock, worth $322,777. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,567
Previous 3,567 -0.0%
Holding current value
$322,777
Previous $327,000 6.73%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$87.78 - $94.67 $299,944 - $323,487
3,417 Added 2278.0%
3,567 $327,000
Q1 2024

May 07, 2024
SELL
$92.18 - $98.72 $13,827 - $14,808
-150 Reduced 50.0%
150 $14,000
Q4 2023

Feb 07, 2024
SELL
$82.77 - $100.51 $126,141 - $153,177
-1,524 Reduced 83.55%
300 $29,000
Q3 2023

Nov 09, 2023
BUY
$88.41 - $102.95 $69,490 - $80,918
786 Added 75.72%
1,824 $161,000
Q2 2023

Aug 09, 2023
BUY
$100.28 - $108.53 $104,090 - $112,654
1,038 New
1,038 $106,000

Others Institutions Holding TLT

# of Institutions
1,353
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
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