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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,606 shares of TLT stock, worth $662,482. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,606

Previous 14,819 48.67%

Holding current value

$662,482

Previous $1.36 Billion 45.14%

% of portfolio

0.1%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$89.91 - $101.33 $648,520 - $730,893	-7,213 Reduced 48.67%	7,606 $746 Million
Q2 2024 Aug 09, 2024	BUY	$87.78 - $94.67 $24,666 - $26,602	281 Added 1.93%	14,819 $1.36 Billion
Q1 2024 May 07, 2024	SELL	$92.18 - $98.72 $36,411 - $38,994	-395 Reduced 2.65%	14,538 $1.38 Billion
Q4 2023 Jan 05, 2024	BUY	$82.77 - $100.51 $618,788 - $751,412	7,476 Added 100.25%	14,933 $1.48 Billion
Q3 2023 Nov 01, 2023	BUY	$88.41 - $102.95 $654,322 - $761,932	7,401 Added 13216.07%	7,457 $661 Million
Q1 2023 May 10, 2023	SELL	$99.48 - $108.63 $1.8 Million - $1.96 Million	-18,064 Reduced 99.69%	56 $5.96 Million
Q4 2022 Feb 16, 2023	BUY	$92.4 - $109.47 $4,804 - $5,692	52 Added 0.29%	18,120 $1.88 Billion
Q1 2022 May 03, 2022	BUY	$128.66 - $144.3 $523,388 - $587,012	4,068 Added 29.06%	18,068 $2.16 Million
Q3 2021 Dec 09, 2021	SELL	$144.09 - $151.79 $288 - $303	-2 Reduced 0.01%	14,000 $2.02 Million
Q2 2021 Aug 19, 2021	BUY	$135.6 - $145.73 $271 - $291	2 Added 0.01%	14,002 $2.05 Million
Q2 2020 Aug 19, 2020	BUY	$156.11 - $171.29 $2.19 Million - $2.4 Million	14,000 New	14,000 $2.29 Million

Others Institutions Holding TLT

# of Institutions

1,354

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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