Wetherby Asset Management Inc Ishares Barclays 20+ Year Trea Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wetherby Asset Management Inc holds 3,368 shares of TLT stock, worth $304,770. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,368
Previous 2,802 20.2%
Holding current value
$304,770
Previous $257,000 28.4%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$89.91 - $101.33 $50,889 - $57,352
566 Added 20.2%
3,368 $330,000
Q2 2024

Aug 14, 2024
BUY
$87.78 - $94.67 $23,963 - $25,844
273 Added 10.79%
2,802 $257,000
Q1 2024

May 15, 2024
BUY
$92.18 - $98.72 $233,123 - $249,662
2,529 New
2,529 $239,000

Others Institutions Holding TLT

# of Institutions
1,353
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email