Wr Wealth Planners, LLC Ishares Barclays 20+ Year Trea Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,530 shares of TLT stock, worth $355,894. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,530

Previous 3,630 2.75%

Holding current value

$355,894

Previous $343,000 5.83%

% of portfolio

0.1%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$87.78 - $94.67 $8,778 - $9,467	-100 Reduced 2.75%	3,530 $323,000
Q1 2024 Jul 31, 2024	SELL	$92.18 - $98.72 $129,328 - $138,504	-1,403 Reduced 27.88%	3,630 $343,000
Q4 2023 Jul 30, 2024	BUY	$82.77 - $100.51 $416,581 - $505,866	5,033 New	5,033 $497,000
Q3 2023 Aug 01, 2024	BUY	$88.41 - $102.95 $412,874 - $480,776	4,670 Added 356.22%	5,981 $530 Million
Q2 2023 Aug 01, 2024	SELL	$100.28 - $108.53 $222,521 - $240,828	-2,219 Reduced 62.86%	1,311 $135 Million
Q1 2023 Aug 01, 2024	SELL	$99.48 - $108.63 $222,934 - $243,439	-2,241 Reduced 63.48%	1,289 $137 Million

Others Institutions Holding TLT

# of Institutions

1,267

Shares Held

400M

Call Options Held

120M

Put Options Held

93.8M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Industry ETFs

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Wr Wealth Planners, LLC Ishares Barclays 20+ Year Trea Transaction History