Spire Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Spire Wealth Management holds 33,239 shares of TLT stock, worth $2.99 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

33,239

Previous 46,079 27.87%

Holding current value

$2.99 Million

Previous $4.52 Million 35.8%

% of portfolio

0.09%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$87.1 - $98.49 $1.12 Million - $1.26 Million	-12,840 Reduced 27.87%	33,239 $2.9 Million
Q3 2024 Oct 15, 2024	BUY	$89.91 - $101.33 $1.77 Million - $1.99 Million	19,649 Added 74.34%	46,079 $4.52 Million
Q2 2024 Jul 31, 2024	SELL	$87.78 - $94.67 $2.08 Million - $2.24 Million	-23,710 Reduced 47.29%	26,430 $2.43 Million
Q1 2024 Apr 24, 2024	SELL	$92.18 - $98.72 $69,503 - $74,434	-754 Reduced 1.48%	50,140 $4.74 Million
Q4 2023 Feb 06, 2024	SELL	$82.77 - $100.51 $463,760 - $563,157	-5,603 Reduced 9.92%	50,894 $5.03 Million
Q3 2023 Nov 08, 2023	BUY	$88.41 - $102.95 $1.04 Million - $1.21 Million	11,775 Added 26.33%	56,497 $5.01 Million
Q2 2023 Aug 09, 2023	BUY	$100.28 - $108.53 $1.7 Million - $1.84 Million	16,980 Added 61.21%	44,722 $4.6 Million
Q1 2023 May 09, 2023	BUY	$99.48 - $108.63 $1.09 Million - $1.19 Million	10,996 Added 65.66%	27,742 $2.95 Million
Q4 2022 Feb 03, 2023	BUY	$92.4 - $109.47 $445,183 - $527,426	4,818 Added 40.39%	16,746 $1.67 Million
Q3 2022 Nov 07, 2022	SELL	$100.95 - $120.04 $54,714 - $65,061	-542 Reduced 4.35%	11,928 $1.22 Million
Q2 2022 Jul 22, 2022	SELL	$108.81 - $132.38 $40,150 - $48,848	-369 Reduced 2.87%	12,470 $1.43 Million
Q1 2022 Apr 18, 2022	SELL	$128.66 - $144.3 $124,285 - $139,393	-966 Reduced 7.0%	12,839 $1.7 Million
Q4 2021 Jan 14, 2022	SELL	$141.52 - $154.35 $364,838 - $397,914	-2,578 Reduced 15.74%	13,805 $2.05 Million
Q3 2021 Oct 22, 2021	SELL	$144.09 - $151.79 $237,028 - $249,694	-1,645 Reduced 9.12%	16,383 $2.36 Million
Q2 2021 Jul 26, 2021	SELL	$135.6 - $145.73 $2.45 Million - $2.63 Million	-18,043 Reduced 50.02%	18,028 $2.61 Million
Q1 2021 May 21, 2021	BUY	$133.92 - $157.54 $4.83 Million - $5.68 Million	36,071 New	36,071 $4.61 Million

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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Spire Wealth Management Ishares Barclays 20+ Year Trea Transaction History