Wade Financial Advisory, Inc Ishares Barclays 20+ Year Trea Transaction History

Wade Financial Advisory, Inc

  • $278 Million
  • Q2 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 6,279 shares of TLT stock, worth $589,409. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,279
Previous 5,361 17.12%
Holding current value
$589,409
Previous $507,000 13.61%
% of portfolio
0.21%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$87.78 - $94.67 $80,582 - $86,907
918 Added 17.12%
6,279 $576,000
Q1 2024

May 13, 2024
BUY
$92.18 - $98.72 $56,690 - $60,712
615 Added 12.96%
5,361 $507,000
Q4 2023

Feb 09, 2024
BUY
$82.77 - $100.51 $331 - $402
4 Added 0.08%
4,746 $469,000
Q3 2023

Oct 10, 2023
SELL
$88.41 - $102.95 $20,334 - $23,678
-230 Reduced 4.63%
4,742 $420,000
Q2 2023

Aug 09, 2023
BUY
$100.28 - $108.53 $77,015 - $83,351
768 Added 18.27%
4,972 $511,000
Q1 2023

Apr 07, 2023
BUY
$99.48 - $108.63 $418,213 - $456,680
4,204 New
4,204 $447,000

Others Institutions Holding TLT

# of Institutions
1,295
Shares Held
402M
Call Options Held
120M
Put Options Held
93.7M
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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