Morningstar Investment Services LLC Ishares Barclays 20+ Year Trea Transaction History

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024

A detailed history of Morningstar Investment Services LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Morningstar Investment Services LLC holds 17,773 shares of TLT stock, worth $1.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,773
Previous 17,636 0.78%
Holding current value
$1.66 Million
Previous $1.65 Million 6.25%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2024
BUY
$89.91 - $101.33 $12,317 - $13,882
137 Added 0.78%
17,773 $1.75 Million
Q2 2024

Aug 13, 2024
BUY
$87.78 - $94.67 $527,645 - $569,061
6,011 Added 51.71%
17,636 $1.65 Million
Q1 2024

May 15, 2024
SELL
$92.18 - $98.72 $623,044 - $667,248
-6,759 Reduced 36.77%
11,625 $1.1 Million
Q4 2023

Feb 13, 2024
BUY
$82.77 - $100.51 $1.03 Million - $1.25 Million
12,414 Added 207.94%
18,384 $1.83 Million
Q3 2023

Nov 14, 2023
BUY
$88.41 - $102.95 $527,807 - $614,611
5,970 New
5,970 $529,000

Others Institutions Holding TLT

# of Institutions
1,356
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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