A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 128,292 shares of TLT stock, worth $11.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
128,292
Previous 75,657 69.57%
Holding current value
$11.6 Million
Previous $6.94 Million 81.26%
% of portfolio
0.12%
Previous 0.07%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$89.91 - $101.33 $4.73 Million - $5.33 Million
52,635 Added 69.57%
128,292 $12.6 Million
Q2 2024

Aug 08, 2024

SELL
$87.78 - $94.67 $7.03 Million - $7.58 Million
-80,067 Reduced 51.42%
75,657 $6.94 Million
Q1 2024

May 15, 2024

BUY
$92.18 - $98.72 $2.73 Million - $2.93 Million
29,653 Added 23.52%
155,724 $14.7 Million
Q4 2023

Feb 12, 2024

BUY
$82.77 - $100.51 $2.49 Million - $3.03 Million
30,103 Added 31.37%
126,071 $12.5 Million
Q3 2023

Nov 13, 2023

BUY
$88.41 - $102.95 $1.24 Million - $1.44 Million
13,986 Added 17.06%
95,968 $8.51 Million
Q2 2023

Aug 14, 2023

SELL
$100.28 - $108.53 $841,750 - $911,000
-8,394 Reduced 9.29%
81,982 $8.44 Million
Q1 2023

May 15, 2023

BUY
$99.48 - $108.63 $123,753 - $135,135
1,244 Added 1.4%
90,376 $9.61 Million
Q4 2022

Feb 15, 2023

BUY
$92.4 - $109.47 $5.65 Million - $6.7 Million
61,159 Added 218.64%
89,132 $8.87 Million
Q3 2022

Nov 10, 2022

BUY
$100.95 - $120.04 $245,712 - $292,177
2,434 Added 9.53%
27,973 $2.87 Million
Q2 2022

Aug 04, 2022

SELL
$108.81 - $132.38 $283,885 - $345,379
-2,609 Reduced 9.27%
25,539 $2.93 Million
Q1 2022

May 02, 2022

BUY
$128.66 - $144.3 $1.08 Million - $1.21 Million
8,414 Added 42.64%
28,148 $3.72 Million
Q4 2021

Feb 08, 2022

BUY
$141.52 - $154.35 $44,295 - $48,311
313 Added 1.61%
19,734 $2.92 Million
Q3 2021

Nov 12, 2021

SELL
$144.09 - $151.79 $764,109 - $804,942
-5,303 Reduced 21.45%
19,421 $2.8 Million
Q2 2021

Aug 13, 2021

SELL
$135.6 - $145.73 $50,850 - $54,648
-375 Reduced 1.49%
24,724 $3.57 Million
Q1 2021

May 14, 2021

SELL
$133.92 - $157.54 $1.15 Million - $1.35 Million
-8,594 Reduced 25.51%
25,099 $3.4 Million
Q4 2020

Feb 11, 2021

BUY
$155.16 - $163.36 $3,879 - $4,084
25 Added 0.07%
33,693 $5.31 Million
Q3 2020

Oct 30, 2020

SELL
$161.12 - $171.57 $5.85 Million - $6.23 Million
-36,302 Reduced 51.88%
33,668 $5.5 Million
Q2 2020

Aug 06, 2020

BUY
$156.11 - $171.29 $5.62 Million - $6.17 Million
36,003 Added 105.99%
69,970 $11.5 Million
Q1 2020

Apr 29, 2020

SELL
$136.74 - $171.29 $547,780 - $686,187
-4,006 Reduced 10.55%
33,967 $5.6 Million
Q4 2019

Jan 17, 2020

BUY
$134.91 - $145.99 $217,744 - $235,627
1,614 Added 4.44%
37,973 $5.14 Million
Q3 2019

Oct 30, 2019

BUY
$130.07 - $147.8 $649,569 - $738,113
4,994 Added 15.92%
36,359 $5.2 Million
Q2 2019

Jul 25, 2019

BUY
$122.21 - $132.9 $1.16 Million - $1.26 Million
9,493 Added 43.4%
31,365 $4.17 Million
Q1 2019

Apr 30, 2019

SELL
$118.66 - $126.56 $386,119 - $411,826
-3,254 Reduced 12.95%
21,872 $2.77 Million
Q4 2018

Jan 15, 2019

BUY
$112.0 - $121.51 $712,208 - $772,682
6,359 Added 33.88%
25,126 $3.05 Million
Q3 2018

Oct 23, 2018

BUY
$116.61 - $122.75 $140,515 - $147,913
1,205 Added 6.86%
18,767 $2.2 Million
Q2 2018

Jul 20, 2018

BUY
$116.21 - $122.24 $300,983 - $316,601
2,590 Added 17.3%
17,562 $2.14 Million
Q1 2018

Apr 20, 2018

BUY
$116.74 - $126.09 $724,605 - $782,640
6,207 Added 70.82%
14,972 $1.83 Million
Q4 2017

Jan 19, 2018

BUY
$122.43 - $128.35 $713,032 - $747,510
5,824 Added 198.03%
8,765 $1.11 Million
Q3 2017

Nov 22, 2017

SELL
$124.48 - $129.28 $14,315 - $14,867
-115 Reduced 3.76%
2,941 $366,000
Q2 2017

Nov 22, 2017

BUY
N/A
160 Added 5.52%
3,056 $382,000
Q1 2017

Nov 22, 2017

BUY
N/A
794 Added 37.77%
2,896 $349,000
Q4 2016

Nov 22, 2017

BUY
N/A
2,102
2,102 $250,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
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