Simplicity Wealth,Llc Ishares Barclays 20+ Year Trea Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,248 shares of TLT stock, worth $2.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
22,248
Previous 32,742 32.05%
Holding current value
$2.01 Million
Previous $3.01 Million 27.39%
% of portfolio
0.21%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$89.91 - $101.33 $943,515 - $1.06 Million
-10,494 Reduced 32.05%
22,248 $2.18 Million
Q2 2024

Jul 10, 2024
BUY
$87.78 - $94.67 $537,564 - $579,759
6,124 Added 23.01%
32,742 $3.01 Million
Q1 2024

Apr 24, 2024
SELL
$92.18 - $98.72 $75,956 - $81,345
-824 Reduced 3.0%
26,618 $2.52 Million
Q4 2023

Jan 29, 2024
BUY
$82.77 - $100.51 $962,201 - $1.17 Million
11,625 Added 73.5%
27,442 $2.71 Million
Q3 2023

Oct 19, 2023
BUY
$88.41 - $102.95 $1.4 Million - $1.63 Million
15,817 New
15,817 $1.4 Million

Others Institutions Holding TLT

# of Institutions
1,353
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
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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