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

Shore Haven Wealth Partners, LLC

$203 Million
Q4 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 82,573 shares of TLT stock, worth $7.25 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

82,573

Previous 92,959 11.17%

Holding current value

$7.25 Million

Previous $9.12 Million 20.92%

% of portfolio

3.56%

Previous 4.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$87.1 - $98.49 $904,620 - $1.02 Million	-10,386 Reduced 11.17%	82,573 $7.21 Million
Q3 2024 Oct 24, 2024	BUY	$89.91 - $101.33 $1.04 Million - $1.17 Million	11,527 Added 14.16%	92,959 $9.12 Million
Q2 2024 Jul 24, 2024	BUY	$87.78 - $94.67 $696,183 - $750,827	7,931 Added 10.79%	81,432 $7.47 Million
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	$92.4 - $109.47 $2.82 Million - $3.34 Million	-30,516 Reduced 48.09%	32,943 $0
Q3 2022 Nov 09, 2022	BUY	$100.95 - $120.04 $2 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

1,368

Shares Held

466M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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