A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,640 shares of TLT stock, worth $510,025. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,640
Previous 8,576 34.24%
Holding current value
$510,025
Previous $787,000 29.73%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 14, 2024

SELL
$89.91 - $101.33 $263,975 - $297,504
-2,936 Reduced 34.24%
5,640 $553,000
Q2 2024

Aug 09, 2024

BUY
$87.78 - $94.67 $536,335 - $578,433
6,110 Added 247.77%
8,576 $787,000
Q1 2024

May 14, 2024

SELL
$92.18 - $98.72 $48,025 - $51,433
-521 Reduced 17.44%
2,466 $233,000
Q4 2023

Feb 14, 2024

BUY
$82.77 - $100.51 $17,464 - $21,207
211 Added 7.6%
2,987 $295,000
Q3 2023

Nov 14, 2023

BUY
$88.41 - $102.95 $245,426 - $285,789
2,776 New
2,776 $246,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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