A detailed history of Western Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Western Wealth Management, LLC holds 24,461 shares of TLT stock, worth $2.21 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,461
Previous 12,293 98.98%
Holding current value
$2.21 Million
Previous $1.13 Million 112.68%
% of portfolio
0.14%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$89.91 - $101.33 $1.09 Million - $1.23 Million
12,168 Added 98.98%
24,461 $2.4 Million
Q2 2024

Jul 19, 2024

SELL
$87.78 - $94.67 $41,871 - $45,157
-477 Reduced 3.74%
12,293 $1.13 Million
Q1 2024

May 02, 2024

SELL
$92.18 - $98.72 $1.29 Million - $1.39 Million
-14,040 Reduced 52.37%
12,770 $1.21 Million
Q4 2023

Jan 31, 2024

BUY
$82.77 - $100.51 $297,972 - $361,836
3,600 Added 15.51%
26,810 $2.65 Million
Q3 2023

Nov 07, 2023

BUY
$88.41 - $102.95 $928,658 - $1.08 Million
10,504 Added 82.67%
23,210 $2.06 Million
Q2 2023

Aug 30, 2023

BUY
$100.28 - $108.53 $1.07 Million - $1.16 Million
10,653 Added 518.9%
12,706 $1.31 Million
Q1 2023

Aug 30, 2023

BUY
$99.48 - $108.63 $204,232 - $223,017
2,053 New
2,053 $218,000
Q3 2022

Nov 04, 2022

BUY
$100.95 - $120.04 $40,581 - $48,256
402 Added 14.51%
3,172 $326,000
Q2 2022

Jul 18, 2022

BUY
$108.81 - $132.38 $15,995 - $19,459
147 Added 5.6%
2,770 $317,000
Q1 2022

May 10, 2022

BUY
$128.66 - $144.3 $337,475 - $378,498
2,623 New
2,623 $347,000
Q4 2021

Feb 14, 2022

SELL
$141.52 - $154.35 $199,543 - $217,633
-1,410 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
$135.6 - $145.73 $191,196 - $205,479
1,410 New
1,410 $203,000
Q1 2021

May 14, 2021

SELL
$133.92 - $157.54 $193,782 - $227,960
-1,447 Closed
0 $0
Q4 2020

Feb 10, 2021

SELL
$155.16 - $163.36 $62,374 - $65,670
-402 Reduced 21.74%
1,447 $228,000
Q3 2020

Oct 27, 2020

BUY
$161.12 - $171.57 $14,984 - $15,956
93 Added 5.3%
1,849 $302,000
Q2 2020

Jul 20, 2020

BUY
$156.11 - $171.29 $74,308 - $81,534
476 Added 37.19%
1,756 $288,000
Q1 2020

Apr 27, 2020

SELL
$136.74 - $171.29 $49,499 - $62,006
-362 Reduced 22.05%
1,280 $209,000
Q4 2019

Feb 10, 2020

SELL
$134.91 - $145.99 $31,029 - $33,577
-230 Reduced 12.29%
1,642 $222,000
Q3 2019

Nov 08, 2019

BUY
$130.07 - $147.8 $243,491 - $276,681
1,872 New
1,872 $268,000
Q2 2019

Aug 06, 2019

SELL
$122.21 - $132.9 $241,609 - $262,743
-1,977 Closed
0 $0
Q1 2019

May 10, 2019

BUY
$118.66 - $126.56 $234,590 - $250,209
1,977 New
1,977 $249,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
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