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

True Private Wealth Advisors

  • $857 Million
  • Q1 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 4,660 shares of TLT stock, worth $422,242. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,660
Previous 12,973 64.08%
Holding current value
$422,242
Previous $1.28 Million 65.68%
% of portfolio
0.05%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,271
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 True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors 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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email