Ritholtz Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,833 shares of TLT stock, worth $524,328. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,833

Previous 9,058 35.6%

Holding current value

$524,328

Previous $888,000 42.68%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$87.1 - $98.49 $280,897 - $317,630	-3,225 Reduced 35.6%	5,833 $509,000
Q3 2024 Oct 10, 2024	SELL	$89.91 - $101.33 $287,352 - $323,850	-3,196 Reduced 26.08%	9,058 $888,000
Q2 2024 Jul 31, 2024	SELL	$87.78 - $94.67 $213,568 - $230,332	-2,433 Reduced 16.57%	12,254 $1.12 Million
Q1 2024 Apr 24, 2024	BUY	$92.18 - $98.72 $454,170 - $486,393	4,927 Added 50.48%	14,687 $1.39 Million
Q4 2023 Jan 18, 2024	SELL	$82.77 - $100.51 $158,173 - $192,074	-1,911 Reduced 16.37%	9,760 $965,000
Q3 2023 Oct 13, 2023	BUY	$88.41 - $102.95 $1.03 Million - $1.2 Million	11,671 New	11,671 $1.04 Million
Q4 2021 Jan 18, 2022	SELL	$141.52 - $154.35 $197,986 - $215,935	-1,399 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$144.09 - $151.79 $201,581 - $212,354	1,399 New	1,399 $202,000

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
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Ritholtz Wealth Management Ishares Barclays 20+ Year Trea Transaction History