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

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 37,480 shares of TLT stock, worth $3.49 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

37,480

Previous 36,744 2.0%

Holding current value

$3.49 Million

Previous $3.37 Million 9.02%

% of portfolio

0.51%

Previous 0.53%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$89.91 - $101.33 $66,173 - $74,578	736 Added 2.0%	37,480 $3.68 Million
Q2 2024 Jul 26, 2024	BUY	$87.78 - $94.67 $1.37 Million - $1.48 Million	15,632 Added 74.04%	36,744 $3.37 Million
Q1 2024 Apr 29, 2024	SELL	$92.18 - $98.72 $205,837 - $220,441	-2,233 Reduced 9.57%	21,112 $2 Million
Q4 2023 Jan 23, 2024	SELL	$82.77 - $100.51 $1.02 Million - $1.24 Million	-12,344 Reduced 34.59%	23,345 $2.31 Million
Q3 2023 Oct 25, 2023	BUY	$88.41 - $102.95 $2.03 Million - $2.36 Million	22,962 Added 180.42%	35,689 $3.17 Million
Q2 2023 Aug 03, 2023	BUY	$100.28 - $108.53 $107,099 - $115,910	1,068 Added 9.16%	12,727 $1.31 Million
Q1 2023 May 08, 2023	BUY	$99.48 - $108.63 $259,543 - $283,415	2,609 Added 28.83%	11,659 $1.24 Million
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $135,550 - $160,592	1,467 Added 19.35%	9,050 $901,000
Q3 2022 Nov 04, 2022	BUY	$100.95 - $120.04 $241,674 - $287,375	2,394 Added 46.14%	7,583 $777,000
Q2 2022 Aug 11, 2022	BUY	$108.81 - $132.38 $58,213 - $70,823	535 Added 11.5%	5,189 $596,000
Q1 2022 May 09, 2022	BUY	$128.66 - $144.3 $154,134 - $172,871	1,198 Added 34.66%	4,654 $615,000
Q4 2021 Feb 10, 2022	SELL	$141.52 - $154.35 $130,764 - $142,619	-924 Reduced 21.1%	3,456 $512,000
Q3 2021 Nov 12, 2021	SELL	$144.09 - $151.79 $133,427 - $140,557	-926 Reduced 17.45%	4,380 $632,000
Q2 2021 Aug 06, 2021	BUY	$135.6 - $145.73 $447,344 - $480,763	3,299 Added 164.37%	5,306 $766,000
Q1 2021 May 17, 2021	SELL	$133.92 - $157.54 $1.16 Million - $1.36 Million	-8,644 Reduced 81.16%	2,007 $272,000
Q4 2020 Feb 16, 2021	BUY	$155.16 - $163.36 $652,137 - $686,602	4,203 Added 65.18%	10,651 $1.68 Million
Q3 2020 Oct 30, 2020	SELL	$161.12 - $171.57 $171,109 - $182,207	-1,062 Reduced 14.14%	6,448 $1.05 Million
Q2 2020 Aug 13, 2020	BUY	$156.11 - $171.29 $448,816 - $492,458	2,875 Added 62.03%	7,510 $1.23 Million
Q1 2020 May 12, 2020	SELL	$136.74 - $171.29 $1.42 Million - $1.78 Million	-10,383 Reduced 69.14%	4,635 $765,000
Q4 2019 Feb 13, 2020	BUY	$134.91 - $145.99 $490,667 - $530,965	3,637 Added 31.96%	15,018 $2.04 Million
Q3 2019 Nov 13, 2019	BUY	$130.07 - $147.8 $1.42 Million - $1.61 Million	10,881 Added 2176.2%	11,381 $1.63 Million
Q2 2019 Aug 12, 2019	SELL	$122.21 - $132.9 $535,890 - $582,766	-4,385 Reduced 89.76%	500 $66,000
Q1 2019 May 14, 2019	BUY	$118.66 - $126.56 $520,324 - $554,965	4,385 Added 877.0%	4,885 $618,000
Q1 2018 May 11, 2018	BUY	$116.74 - $126.09 $58,370 - $63,045	500 New	500 $61,000

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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