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

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 2,325 shares of TLT stock, worth $218,247. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,325

Previous 2,625 11.43%

Holding current value

$218,247

Previous $248,000 14.11%

% of portfolio

0.13%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$87.78 - $94.67 $26,334 - $28,401	-300 Reduced 11.43%	2,325 $213,000
Q1 2024 May 15, 2024	BUY	$92.18 - $98.72 $26,732 - $28,628	290 Added 12.42%	2,625 $248,000
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $193,267 - $234,690	2,335 New	2,335 $230,000
Q2 2023 Aug 14, 2023	BUY	$100.28 - $108.53 $221,518 - $239,742	2,209 New	2,209 $227,000
Q3 2019 Nov 14, 2019	SELL	$130.07 - $147.8 $848,706 - $964,395	-6,525 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	$122.21 - $132.9 $1.02 Million - $1.11 Million	-8,380 Reduced 56.22%	6,525 $867,000
Q1 2019 May 15, 2019	BUY	$118.66 - $126.56 $1.77 Million - $1.89 Million	14,905 New	14,905 $1.89 Million

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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