Fortis Group Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 3,107 shares of TLT stock, worth $278,418. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,107

Previous 102,987 96.98%

Holding current value

$278,418

Previous $10.1 Billion 97.31%

% of portfolio

0.05%

Previous 1.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$87.1 - $98.49 $8.7 Million - $9.84 Million	-99,880 Reduced 96.98%	3,107 $271 Million
Q3 2024 Oct 21, 2024	BUY	$89.91 - $101.33 $3.35 Million - $3.77 Million	37,222 Added 56.6%	102,987 $10.1 Billion
Q2 2024 Jul 30, 2024	SELL	$87.78 - $94.67 $905,011 - $976,047	-10,310 Reduced 13.55%	65,765 $6.04 Billion
Q1 2024 Apr 30, 2024	BUY	$92.18 - $98.72 $6.59 Million - $7.05 Million	71,444 Added 1542.73%	76,075 $7.2 Billion
Q4 2023 Mar 04, 2024	BUY	$82.77 - $100.51 $413 - $502	5 Added 0.11%	4,631 $493 Million
Q3 2023 Dec 01, 2023	SELL	$88.41 - $102.95 $404,298 - $470,790	-4,573 Reduced 49.71%	4,626 $492 Million
Q2 2023 Jul 18, 2023	SELL	$100.28 - $108.53 $11,431 - $12,372	-114 Reduced 1.22%	9,199 $947 Million
Q1 2023 May 26, 2023	SELL	$99.48 - $108.63 $10.4 Million - $11.3 Million	-104,117 Reduced 91.79%	9,313 $991 Million
Q3 2020 Nov 17, 2020	BUY	$161.12 - $171.57 $18.3 Million - $19.5 Million	113,430 New	113,430 $18.5 Million

Others Institutions Holding TLT

# of Institutions

1,422

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Fortis Group Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History