Oak Family Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Oak Family Advisors, LLC

$318 Million
Q3 2024

A detailed history of Oak Family Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Oak Family Advisors, LLC holds 5,365 shares of TLT stock, worth $473,783. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,365

Previous 10,506 48.93%

Holding current value

$473,783

Previous $964,000 45.44%

% of portfolio

0.17%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$89.91 - $101.33 $462,227 - $520,937	-5,141 Reduced 48.93%	5,365 $526,000
Q2 2024 Jul 23, 2024	BUY	$87.78 - $94.67 $614 - $662	7 Added 0.07%	10,506 $964,000
Q1 2024 Apr 24, 2024	BUY	$92.18 - $98.72 $13,089 - $14,018	142 Added 1.37%	10,499 $993,000
Q4 2023 Jan 30, 2024	SELL	$82.77 - $100.51 $579 - $703	-7 Reduced 0.07%	10,357 $1.02 Million
Q3 2023 Oct 20, 2023	BUY	$88.41 - $102.95 $18,389 - $21,413	208 Added 2.05%	10,364 $919,000
Q2 2023 Aug 02, 2023	BUY	$100.28 - $108.53 $1.02 Million - $1.1 Million	10,156 New	10,156 $1.05 Million

Others Institutions Holding TLT

# of Institutions

1,354

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Oak Family Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History