True Private Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, True Private Wealth Advisors holds 2,690 shares of TLT stock, worth $243,418. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,690

Previous 4,326 37.82%

Holding current value

$243,418

Previous $397,000 33.75%

% of portfolio

0.03%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$89.91 - $101.33 $147,092 - $165,775	-1,636 Reduced 37.82%	2,690 $263,000
Q2 2024 Jul 16, 2024	SELL	$87.78 - $94.67 $29,318 - $31,619	-334 Reduced 7.17%	4,326 $397,000
Q1 2024 Apr 25, 2024	SELL	$92.18 - $98.72 $766,292 - $820,659	-8,313 Reduced 64.08%	4,660 $440,000
Q4 2023 Jan 30, 2024	BUY	$82.77 - $100.51 $36,336 - $44,123	439 Added 3.5%	12,973 $1.28 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $1.11 Million - $1.29 Million	12,534 New	12,534 $1.11 Million
Q1 2021 May 12, 2021	SELL	$133.92 - $157.54 $135,660 - $159,588	-1,013 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$155.16 - $163.36 $69,666 - $73,348	-449 Reduced 30.71%	1,013 $159,000
Q3 2020 Oct 09, 2020	SELL	$161.12 - $171.57 $71,859 - $76,520	-446 Reduced 23.38%	1,462 $238,000
Q2 2020 Jul 07, 2020	SELL	$156.11 - $171.29 $356,555 - $391,226	-2,284 Reduced 54.48%	1,908 $312,000
Q1 2020 Apr 20, 2020	BUY	$136.74 - $171.29 $573,214 - $718,047	4,192 New	4,192 $691,000
Q4 2019 Jan 27, 2020	SELL	$134.91 - $145.99 $4.09 Million - $4.43 Million	-30,325 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$130.07 - $147.8 $679,745 - $772,402	5,226 Added 20.82%	30,325 $4.34 Million
Q2 2019 Aug 01, 2019	BUY	$122.21 - $132.9 $3.07 Million - $3.34 Million	25,099 New	25,099 $3.33 Million

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

Ticker TLT
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True Private Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History