Resurgent Financial Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,298 shares of TLT stock, worth $400,659. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,298

Previous 3,377 27.27%

Holding current value

$400,659

Previous $309,000 36.25%

% of portfolio

0.25%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $82,807 - $93,324	921 Added 27.27%	4,298 $421,000
Q2 2024 Aug 14, 2024	SELL	$87.78 - $94.67 $32,566 - $35,122	-371 Reduced 9.9%	3,377 $309,000
Q1 2024 May 10, 2024	SELL	$92.18 - $98.72 $74,020 - $79,272	-803 Reduced 17.64%	3,748 $354,000
Q4 2023 Feb 09, 2024	BUY	$82.77 - $100.51 $177,210 - $215,191	2,141 Added 88.84%	4,551 $450,000
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $131,200 - $152,777	1,484 Added 160.26%	2,410 $213,000
Q2 2023 Aug 14, 2023	BUY	$100.28 - $108.53 $12,133 - $13,132	121 Added 15.03%	926 $95,000
Q1 2023 May 15, 2023	SELL	$99.48 - $108.63 $696 - $760	-7 Reduced 0.86%	805 $85,000
Q4 2022 Feb 14, 2023	BUY	$92.4 - $109.47 $75,028 - $88,889	812 New	812 $80,000

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Resurgent Financial Advisors LLC Ishares Barclays 20+ Year Trea Transaction History