Shore Haven Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Shore Haven Wealth Partners, LLC

  • $178 Million
  • Q1 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 73,501 shares of TLT stock, worth $6.75 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares
73,501
Previous 62,613 17.39%
Holding current value
$6.75 Million
Previous $6.19 Million 12.32%
% of portfolio
3.92%
Previous 3.77%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$92.18 - $98.72 $1 Million - $1.07 Million
10,888 Added 17.39%
73,501 $6.95 Million
Q4 2023

Feb 06, 2024
SELL
$82.77 - $100.51 $229,024 - $278,111
-2,767 Reduced 4.23%
62,613 $6.19 Million
Q3 2023

Oct 24, 2023
BUY
$88.41 - $102.95 $761,828 - $887,120
8,617 Added 15.18%
65,380 $5.8 Million
Q2 2023

Jul 19, 2023
SELL
$100.28 - $108.53 $252,103 - $272,844
-2,514 Reduced 4.24%
56,763 $5.84 Million
Q1 2023

Apr 14, 2023
BUY
$99.48 - $108.63 $2.62 Million - $2.86 Million
26,334 Added 79.94%
59,277 $6.31 Million
Q4 2022

Jan 24, 2023
SELL
$93.98 - $109.47 $2.87 Million - $3.34 Million
-30,516 Reduced 48.09%
32,943 $0
Q3 2022

Nov 09, 2022
BUY
$105.27 - $120.04 $2.09 Million - $2.38 Million
19,833 Added 45.46%
63,459 $6.5 Million
Q2 2022

Aug 01, 2022
BUY
$108.81 - $132.38 $2.24 Million - $2.73 Million
20,590 Added 89.38%
43,626 $5.01 Million
Q1 2022

May 13, 2022
BUY
$128.66 - $144.3 $2.96 Million - $3.32 Million
23,036 New
23,036 $3.04 Million

Others Institutions Holding TLT

# of Institutions
1,272
Shares Held
365M
Call Options Held
105M
Put Options Held
74.3M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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