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

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

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 141,264 shares of TLT stock, worth $12.6 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
141,264
Previous 78,972 78.88%
Holding current value
$12.6 Million
Previous $7.19 Million 73.43%
% of portfolio
1.26%
Previous 0.83%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$83.97 - $92.85 $5.23 Million - $5.78 Million
62,292 Added 78.88%
141,264 $12.5 Million
Q1 2025

May 15, 2025
BUY
$85.29 - $92.57 $6.27 Million - $6.8 Million
73,469 Added 1335.07%
78,972 $7.19 Million
Q4 2024

Feb 12, 2025
SELL
$87.1 - $98.49 $11,932 - $13,493
-137 Reduced 2.43%
5,503 $480,000
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

# of Institutions
1,380
Shares Held
401M
Call Options Held
169M
Put Options Held
151M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email