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 $5.66 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

64,294

Previous 128,456 49.95%

Holding current value

$5.66 Million

Previous $12.6 Million 55.45%

% of portfolio

1.53%

Previous 3.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,352

Shares Held

478M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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