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

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 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 23,806 shares of TLT stock, worth $2.15 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
23,806
Previous 23,806 -0.0%
Holding current value
$2.15 Million
Previous $2.18 Million 6.91%
% of portfolio
0.66%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
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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