Wespac Advisors So Cal, LLC Ishares Barclays 20+ Year Trea Transaction History

Wespac Advisors So Cal, LLC

$435 Million
Q4 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 31,918 shares of TLT stock, worth $2.8 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

31,918

Previous 30,546 4.49%

Holding current value

$2.8 Million

Previous $3 Million 6.98%

% of portfolio

0.64%

Previous 0.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$87.1 - $98.49 $119,501 - $135,128	1,372 Added 4.49%	31,918 $2.79 Million
Q3 2024 Nov 06, 2024	BUY	$89.91 - $101.33 $831,757 - $937,403	9,251 Added 43.44%	30,546 $3 Million
Q2 2024 Jul 23, 2024	SELL	$87.78 - $94.67 $517,989 - $558,647	-5,901 Reduced 21.7%	21,295 $1.95 Million
Q1 2024 Apr 18, 2024	BUY	$92.18 - $98.72 $498,693 - $534,075	5,410 Added 24.83%	27,196 $2.57 Million
Q4 2023 Jan 25, 2024	BUY	$82.77 - $100.51 $1.8 Million - $2.19 Million	21,786 New	21,786 $2.15 Million

Others Institutions Holding TLT

# of Institutions

1,372

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Wespac Advisors So Cal, LLC Ishares Barclays 20+ Year Trea Transaction History