Smith & Howard Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Smith & Howard Wealth Management, LLC

$353 Million
Q4 2024

A detailed history of Smith & Howard Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 30,000 shares of TLT stock, worth $2.68 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

30,000

Previous 23,806 26.02%

Holding current value

$2.68 Million

Previous $2.34 Million 12.16%

% of portfolio

0.74%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$87.1 - $98.49 $539,497 - $610,047	6,194 Added 26.02%	30,000 $2.62 Million
Q2 2024 Jul 16, 2024	BUY	$87.78 - $94.67 $1.48 Million - $1.59 Million	16,806 Added 240.09%	23,806 $2.18 Million
Q1 2024 Apr 15, 2024	BUY	$92.18 - $98.72 $645,260 - $691,040	7,000 New	7,000 $662,000
Q3 2023 Oct 13, 2023	BUY	$88.41 - $102.95 $442,050 - $514,750	5,000 Added 62.5%	13,000 $1.15 Million
Q2 2023 Jul 17, 2023	BUY	$100.28 - $108.53 $601,680 - $651,180	6,000 Added 300.0%	8,000 $823,000
Q1 2023 Apr 13, 2023	BUY	$99.48 - $108.63 $198,960 - $217,260	2,000 New	2,000 $212,000

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Smith & Howard Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History