Sugarloaf Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 170 shares of TLT stock, worth $14,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares
170
Previous 220 22.73%
Holding current value
$14,886
Previous $20,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024
SELL
$89.91 - $101.33 $4,495 - $5,066
-50 Reduced 22.73%
170 $16,000
Q2 2024

Jul 08, 2024
SELL
$87.78 - $94.67 $175 - $189
-2 Reduced 0.9%
220 $20,000
Q1 2024

Apr 23, 2024
BUY
$92.18 - $98.72 $20,463 - $21,915
222 New
222 $21,000
Q3 2023

Nov 13, 2023
BUY
$88.41 - $102.95 $0 - $0
0 New
0 $0
Q4 2022

Feb 03, 2023
BUY
$92.4 - $109.47 $21,159 - $25,068
229 Added 19.46%
1,406 $139,000
Q3 2022

Oct 11, 2022
BUY
$100.95 - $120.04 $25,843 - $30,730
256 Added 27.8%
1,177 $121,000
Q2 2022

Jul 12, 2022
BUY
$108.81 - $132.38 $100,214 - $121,921
921 New
921 $106,000
Q1 2021

Apr 19, 2021
SELL
$133.92 - $157.54 $99,368 - $116,894
-742 Closed
0 $0
Q4 2020

Feb 03, 2021
BUY
$155.16 - $163.36 $37,238 - $39,206
240 Added 47.81%
742 $117,000
Q3 2020

Nov 03, 2020
SELL
$161.12 - $171.57 $361,392 - $384,831
-2,243 Reduced 81.71%
502 $139,000
Q2 2020

Jul 21, 2020
BUY
$156.11 - $171.29 $428,365 - $470,019
2,744 Added 274400.0%
2,745 $456,000
Q1 2020

Apr 15, 2020
SELL
$136.74 - $171.29 $448,780 - $562,173
-3,282 Reduced 99.97%
1 $0
Q4 2019

Jan 29, 2020
BUY
$134.91 - $145.99 $442,909 - $479,285
3,283 New
3,283 $445,000

Others Institutions Holding TLT

# of Institutions
1,354
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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