A detailed history of Westside Investment Management, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Westside Investment Management, Inc. holds 16,953 shares of TLT stock, worth $1.49 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
16,953
Previous 16,920 0.2%
Holding current value
$1.49 Million
Previous $1.55 Billion 7.09%
% of portfolio
0.35%
Previous 0.36%

Shares

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

Nov 20, 2024

BUY
$89.91 - $101.33 $2,967 - $3,343
33 Added 0.2%
16,953 $1.66 Billion
Q2 2024

Jul 17, 2024

BUY
$87.78 - $94.67 $49,332 - $53,204
562 Added 3.44%
16,920 $1.55 Billion
Q1 2024

Apr 19, 2024

SELL
$92.18 - $98.72 $15,025 - $16,091
-163 Reduced 0.99%
16,358 $1.55 Billion
Q4 2023

Jan 12, 2024

BUY
$82.77 - $100.51 $23,010 - $27,941
278 Added 1.71%
16,521 $1.63 Billion
Q3 2023

Nov 15, 2023

BUY
$88.41 - $102.95 $162,851 - $189,633
1,842 Added 12.79%
16,243 $1.44 Billion
Q2 2023

Jul 14, 2023

BUY
$100.28 - $108.53 $22,161 - $23,985
221 Added 1.56%
14,401 $1.48 Billion
Q1 2023

May 17, 2023

BUY
$99.48 - $108.63 $90,626 - $98,961
911 Added 6.87%
14,180 $1.51 Billion
Q4 2022

Jan 31, 2023

BUY
$92.4 - $109.47 $87,964 - $104,215
952 Added 7.73%
13,269 $1.32 Million
Q3 2022

Nov 09, 2022

BUY
$100.95 - $120.04 $7,369 - $8,762
73 Added 0.6%
12,317 $1.26 Million
Q2 2022

Jul 15, 2022

SELL
$108.81 - $132.38 $131,551 - $160,047
-1,209 Reduced 8.99%
12,244 $1.41 Million
Q1 2022

Apr 25, 2022

SELL
$128.66 - $144.3 $15,696 - $17,604
-122 Reduced 0.9%
13,453 $1.78 Million
Q4 2021

Feb 15, 2022

SELL
$141.52 - $154.35 $198,694 - $216,707
-1,404 Reduced 9.37%
13,575 $2.01 Million
Q3 2021

Oct 27, 2021

BUY
$144.09 - $151.79 $62,535 - $65,876
434 Added 2.98%
14,979 $2.16 Million
Q2 2021

Jul 28, 2021

SELL
$135.6 - $145.73 $1,356 - $1,457
-10 Reduced 0.07%
14,545 $2.1 Million
Q1 2021

Apr 14, 2021

BUY
$133.92 - $157.54 $76,870 - $90,427
574 Added 4.11%
14,555 $1.97 Million
Q4 2020

Jan 15, 2021

BUY
$155.16 - $163.36 $187,433 - $197,338
1,208 Added 9.46%
13,981 $2.21 Million
Q3 2020

Oct 14, 2020

BUY
$161.12 - $171.57 $43,663 - $46,495
271 Added 2.17%
12,773 $2.09 Million
Q2 2020

Jul 21, 2020

BUY
$156.11 - $171.29 $51,984 - $57,039
333 Added 2.74%
12,502 $2.05 Million
Q1 2020

Apr 16, 2020

SELL
$136.74 - $171.29 $890,040 - $1.11 Million
-6,509 Reduced 34.85%
12,169 $2.01 Million
Q2 2019

Jul 24, 2019

BUY
$122.21 - $132.9 $243,686 - $265,002
1,994 Added 11.95%
18,678 $2.48 Million
Q4 2018

Feb 05, 2019

BUY
$112.0 - $121.51 $336 - $364
3 Added 0.02%
16,684 $2.03 Million
Q3 2018

Nov 08, 2018

BUY
$116.61 - $122.75 $346,798 - $365,058
2,974 Added 21.7%
16,681 $1.94 Billion
Q2 2018

Aug 13, 2018

BUY
$116.21 - $122.24 $186,400 - $196,072
1,604 Added 13.25%
13,707 $0
Q1 2018

Apr 16, 2018

SELL
$116.74 - $126.09 $13,892 - $15,004
-119 Reduced 0.97%
12,103 $0
Q4 2017

Feb 15, 2018

BUY
$122.43 - $128.35 $370,350 - $388,258
3,025 Added 32.89%
12,222 $0
Q3 2017

Nov 13, 2017

SELL
$124.48 - $129.28 $24,896 - $25,856
-200 Reduced 2.13%
9,197 $0
Q2 2017

Aug 15, 2017

BUY
N/A
9,397
9,397 $0

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
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