Private Client Services, LLC Ishares Barclays 20+ Year Trea Transaction History

Private Client Services, LLC

$186 Billion
Q4 2024

A detailed history of Private Client Services, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Private Client Services, LLC holds 44,271 shares of TLT stock, worth $3.95 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

44,271

Previous 42,620 3.87%

Holding current value

$3.95 Million

Previous $4.18 Billion 7.53%

% of portfolio

2.08%

Previous 2.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$87.1 - $98.49 $143,802 - $162,606	1,651 Added 3.87%	44,271 $3.87 Billion
Q3 2024 Oct 03, 2024	BUY	$89.91 - $101.33 $1.42 Million - $1.6 Million	15,825 Added 59.06%	42,620 $4.18 Billion
Q2 2024 Jul 29, 2024	SELL	$87.78 - $94.67 $285,548 - $307,961	-3,253 Reduced 10.83%	26,795 $2.46 Billion
Q1 2024 May 10, 2024	BUY	$92.18 - $98.72 $991,119 - $1.06 Million	10,752 Added 55.72%	30,048 $2.84 Billion
Q4 2023 Jan 30, 2024	BUY	$82.77 - $100.51 $1.6 Million - $1.94 Million	19,296 New	19,296 $1.91 Billion

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Account

Private Client Services, LLC Ishares Barclays 20+ Year Trea Transaction History