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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 20,874 shares of TLT stock, worth $1.75 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
20,874
Previous 24,092 13.36%
Holding current value
$1.75 Million
Previous $2.1 Million 9.65%
% of portfolio
0.2%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$85.29 - $92.57 $274,463 - $297,890
-3,218 Reduced 13.36%
20,874 $1.9 Million
Q4 2024

Jan 30, 2025
BUY
$87.1 - $98.49 $1.71 Million - $1.94 Million
19,657 Added 443.22%
24,092 $2.1 Million
Q3 2024

Nov 05, 2024
SELL
$89.91 - $101.33 $986,942 - $1.11 Million
-10,977 Reduced 71.22%
4,435 $435,000
Q2 2024

Aug 09, 2024
SELL
$87.78 - $94.67 $8,778 - $9,467
-100 Reduced 0.64%
15,412 $1.41 Million
Q1 2024

May 16, 2024
SELL
$92.18 - $98.72 $237,916 - $254,796
-2,581 Reduced 14.27%
15,512 $1.47 Million
Q4 2023

Jan 05, 2024
BUY
$82.77 - $100.51 $4,717 - $5,729
57 Added 0.32%
18,093 $1.79 Million
Q3 2023

Nov 15, 2023
BUY
$88.41 - $102.95 $935,289 - $1.09 Million
10,579 Added 141.87%
18,036 $1.6 Million
Q3 2023

Nov 09, 2023
BUY
$88.41 - $102.95 $659,273 - $767,698
7,457 New
7,457 $661,000
Q1 2023

May 08, 2023
SELL
$99.48 - $108.63 $10,743 - $11,732
-108 Reduced 0.6%
18,012 $1.92 Million
Q3 2022

Dec 12, 2022
BUY
$100.95 - $120.04 $5,249 - $6,242
52 Added 0.29%
18,120 $1.98 Million
Q1 2022

Sep 07, 2022
BUY
$128.66 - $144.3 $2.32 Million - $2.61 Million
18,068 New
18,068 $2.16 Million

Others Institutions Holding TLT

# of Institutions
1,416
Shares Held
456M
Call Options Held
179M
Put Options Held
130M
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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