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

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 55,035 shares of TLT stock, worth $4.91 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
55,035
Previous 43,893 25.38%
Holding current value
$4.91 Million
Previous $4.33 Million 11.1%
% of portfolio
1.56%
Previous 1.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$87.1 - $98.49 $970,468 - $1.1 Million
11,142 Added 25.38%
55,035 $4.81 Million
Q3 2024

Nov 07, 2024
BUY
$89.91 - $101.33 $298,051 - $335,908
3,315 Added 8.17%
43,893 $4.33 Million
Q2 2024

Aug 06, 2024
BUY
$87.78 - $94.67 $260,794 - $281,264
2,971 Added 7.9%
40,578 $3.72 Million
Q1 2024

May 02, 2024
BUY
$92.18 - $98.72 $276,632 - $296,258
3,001 Added 8.67%
37,607 $3.56 Million
Q4 2023

Feb 12, 2024
BUY
$82.77 - $100.51 $2.86 Million - $3.48 Million
34,606 New
34,606 $3.42 Million
Q1 2021

May 11, 2021
SELL
$133.92 - $157.54 $985,517 - $1.16 Million
-7,359 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$155.16 - $163.36 $55,702 - $58,646
359 Added 5.13%
7,359 $1.16 Million
Q3 2020

Nov 04, 2020
SELL
$161.12 - $171.57 $33,029 - $35,171
-205 Reduced 2.85%
7,000 $1.14 Million
Q2 2020

Aug 13, 2020
SELL
$156.11 - $171.29 $150,333 - $164,952
-963 Reduced 11.79%
7,205 $1.18 Million
Q1 2020

Apr 28, 2020
BUY
$136.74 - $171.29 $1.12 Million - $1.4 Million
8,168 New
8,168 $1.35 Million

Others Institutions Holding TLT

# of Institutions
1,373
Shares Held
467M
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
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, LLC 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email