Smi Advisory Services, LLC Ishares Barclays 20+ Year Trea Transaction History

Smi Advisory Services, LLC

  • $368 Million
  • Q4 2024

A detailed history of Smi Advisory Services, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Smi Advisory Services, LLC holds 64,294 shares of TLT stock, worth $5.83 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
64,294
Previous 128,456 49.95%
Holding current value
$5.83 Million
Previous $12.6 Million 55.45%
% of portfolio
1.53%
Previous 3.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$87.1 - $98.49 $5.59 Million - $6.32 Million
-64,162 Reduced 49.95%
64,294 $5.61 Million
Q3 2024

Oct 07, 2024
SELL
$89.91 - $101.33 $2.29 Million - $2.58 Million
-25,477 Reduced 16.55%
128,456 $12.6 Million
Q2 2024

Jul 15, 2024
BUY
$87.78 - $94.67 $12.3 Million - $13.2 Million
139,789 Added 988.33%
153,933 $14.1 Million
Q1 2024

Apr 15, 2024
BUY
$92.18 - $98.72 $1.3 Million - $1.4 Million
14,144 New
14,144 $1.34 Million

Others Institutions Holding TLT

# of Institutions
1,433
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Smi Advisory Services, LLC Portfolio

Follow Smi Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smi Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smi Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email