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

Wealth Plan Investment Management, LLC

$590 Million
Q1 2024

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 15,512 shares of TLT stock, worth $1.44 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,512

Previous 18,093 14.27%

Holding current value

$1.44 Million

Previous $1.79 Million 18.0%

% of portfolio

0.25%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$105.27 - $120.04 $5,474 - $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

1,273

Shares Held

365M

Call Options Held

105M

Put Options Held

74.3M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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