Mount Yale Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 7,394 shares of TLT stock, worth $668,639. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,394
Previous 9,836 24.83%
Holding current value
$668,639
Previous $902,000 19.62%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 23, 2024
SELL
$89.91 - $101.33 $219,560 - $247,447
-2,442 Reduced 24.83%
7,394 $725,000
Q2 2024

Aug 13, 2024
BUY
$87.78 - $94.67 $43,099 - $46,482
491 Added 5.25%
9,836 $902,000
Q1 2024

May 15, 2024
SELL
$92.18 - $98.72 $215,148 - $230,412
-2,334 Reduced 19.98%
9,345 $884,000
Q4 2023

Feb 12, 2024
BUY
$82.77 - $100.51 $71,844 - $87,242
868 Added 8.03%
11,679 $1.15 Million
Q3 2023

Oct 11, 2023
BUY
$88.41 - $102.95 $955,800 - $1.11 Million
10,811 New
10,811 $958,000

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