Pacific Capital Wealth Advisors, Inc Ishares Barclays 20+ Year Trea Transaction History

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 33 shares of TLT stock, worth $2,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 746 95.58%

Holding current value

$2,993

Previous $73,000 97.26%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$87.1 - $98.49 $62,102 - $70,223	-713 Reduced 95.58%	33 $2,000
Q3 2024 Oct 15, 2024	BUY	$89.91 - $101.33 $63,566 - $71,640	707 Added 1812.82%	746 $73,000
Q4 2023 Feb 06, 2024	BUY	$82.77 - $100.51 $3,228 - $3,919	39 New	39 $3,000
Q4 2020 Feb 16, 2021	SELL	$155.16 - $163.36 $354,385 - $373,114	-2,284 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$161.12 - $171.57 $367,998 - $391,865	2,284 New	2,284 $373,000
Q2 2020 Aug 11, 2020	SELL	$156.11 - $171.29 $330,953 - $363,134	-2,120 Closed	0 $0
Q1 2020 May 19, 2020	SELL	$136.74 - $171.29 $1.59 Million - $1.99 Million	-11,620 Reduced 84.57%	2,120 $350,000
Q4 2019 Feb 14, 2020	BUY	$134.91 - $145.99 $1.85 Million - $2.01 Million	13,740 New	13,740 $1.86 Million

Others Institutions Holding TLT

# of Institutions

1,433

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Pacific Capital Wealth Advisors, Inc Ishares Barclays 20+ Year Trea Transaction History