Wsfs Capital Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q3 2024

A detailed history of Wsfs Capital Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 2,142 shares of TLT stock, worth $193,829. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,142
Previous 2,662 19.53%
Holding current value
$193,829
Previous $244,000 13.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$89.91 - $101.33 $46,753 - $52,691
-520 Reduced 19.53%
2,142 $210,000
Q2 2024

Jul 30, 2024
SELL
$87.78 - $94.67 $1,404 - $1,514
-16 Reduced 0.6%
2,662 $244,000
Q4 2023

Feb 02, 2024
BUY
$82.77 - $100.51 $24,665 - $29,951
298 Added 12.52%
2,678 $264,000
Q3 2023

Nov 07, 2023
SELL
$88.41 - $102.95 $21,306 - $24,810
-241 Reduced 9.19%
2,380 $211,000
Q2 2023

Aug 11, 2023
BUY
$100.28 - $108.53 $24,167 - $26,155
241 Added 10.13%
2,621 $269,000
Q4 2022

Feb 10, 2023
BUY
$92.4 - $109.47 $219,912 - $260,538
2,380 New
2,380 $236,000

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

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  • Ticker TLT
  • Sector ETFs
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