Strategic Wealth Partners, Ltd. Ishares Barclays 20+ Year Trea Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 7,059 shares of TLT stock, worth $647,875. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,059
Previous 5,506 28.21%
Holding current value
$647,875
Previous $544,000 22.61%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$92.18 - $98.72 $143,155 - $153,312
1,553 Added 28.21%
7,059 $667,000
Q4 2023

May 20, 2024
SELL
$82.77 - $100.51 $28,969 - $35,178
-350 Reduced 5.98%
5,506 $544,000
Q3 2023

May 20, 2024
SELL
$88.41 - $102.95 $76,386 - $88,948
-864 Reduced 12.86%
5,856 $519,000
Q2 2023

May 20, 2024
BUY
$100.28 - $108.53 $83,834 - $90,731
836 Added 14.21%
6,720 $691,000
Q1 2023

Apr 24, 2023
SELL
$99.48 - $108.63 $433,931 - $473,844
-4,362 Reduced 42.57%
5,884 $625,000
Q4 2022

Apr 24, 2023
SELL
$93.98 - $109.47 $898,354 - $1.05 Million
-9,559 Reduced 48.27%
10,246 $1.02 Million
Q3 2022

Apr 24, 2023
BUY
$105.27 - $120.04 $188,222 - $214,631
1,788 Added 9.92%
19,805 $2.09 Million
Q2 2022

Aug 22, 2022
BUY
$108.81 - $132.38 $135,903 - $165,342
1,249 Added 7.45%
18,017 $2.07 Million
Q1 2022

May 19, 2022
BUY
$128.66 - $144.3 $201,610 - $226,118
1,567 Added 10.31%
16,768 $2.21 Million
Q4 2021

Feb 11, 2022
BUY
$141.52 - $154.35 $2.15 Million - $2.35 Million
15,201 New
15,201 $2.25 Million
Q1 2021

May 24, 2021
SELL
$133.92 - $157.54 $218,423 - $256,947
-1,631 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$155.16 - $163.36 $253,065 - $266,440
1,631 New
1,631 $257,000
Q4 2019

Jan 30, 2020
SELL
$134.91 - $145.99 $93,087 - $100,733
-690 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$130.07 - $147.8 $4,942 - $5,616
38 Added 5.83%
690 $98,000
Q2 2019

Aug 06, 2019
SELL
$122.21 - $132.9 $19,920 - $21,662
-163 Reduced 20.0%
652 $86,000
Q1 2019

May 14, 2019
SELL
$118.66 - $126.56 $4.55 Million - $4.86 Million
-38,374 Reduced 97.92%
815 $101,000
Q4 2018

Jan 24, 2019
BUY
$112.0 - $121.51 $4.39 Million - $4.76 Million
39,189 New
39,189 $4.76 Million

Others Institutions Holding TLT

# of Institutions
1,271
Shares Held
365M
Call Options Held
105M
Put Options Held
74.3M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email