Wells Financial Advisors Inc Ishares Barclays 20+ Year Trea Transaction History

Wells Financial Advisors Inc

  • $71.1 Million
  • Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,640 shares of TLT stock, worth $227,779. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,640
Previous 3,520 25.0%
Holding current value
$227,779
Previous $307,000 21.82%
% of portfolio
0.34%
Previous 0.42%

Shares

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

May 09, 2025
SELL
$85.29 - $92.57 $75,055 - $81,461
-880 Reduced 25.0%
2,640 $240,000
Q4 2024

Feb 11, 2025
BUY
$87.1 - $98.49 $144,847 - $163,788
1,663 Added 89.55%
3,520 $307,000
Q3 2024

Nov 13, 2024
SELL
$89.91 - $101.33 $2.11 Million - $2.37 Million
-23,429 Reduced 92.66%
1,857 $182,000
Q2 2024

Aug 09, 2024
BUY
$87.78 - $94.67 $2.22 Million - $2.39 Million
25,286 New
25,286 $2.32 Million

Others Institutions Holding TLT

# of Institutions
1,419
Shares Held
455M
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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