Rooted Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 7,301 shares of TLT stock, worth $658,331. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,301

Previous 6,699 8.99%

Holding current value

$658,331

Previous $635,000 1.26%

% of portfolio

0.25%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$87.1 - $98.49 $52,434 - $59,290	602 Added 8.99%	7,301 $627,000
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $51,698 - $58,264	-575 Reduced 7.9%	6,699 $635,000
Q2 2024 Jul 25, 2024	BUY	$87.78 - $94.67 $55,301 - $59,642	630 Added 9.48%	7,274 $680,000
Q1 2024 Apr 17, 2024	BUY	$92.18 - $98.72 $41,665 - $44,621	452 Added 7.3%	6,644 $612,000
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $512,511 - $622,357	6,192 New	6,192 $589,000
Q1 2023 Apr 26, 2023	BUY	$99.48 - $108.63 $38,896 - $42,474	391 Added 8.73%	4,868 $512,000
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $413,674 - $490,097	4,477 New	4,477 $446,000

Others Institutions Holding TLT

# of Institutions

1,432

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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Rooted Wealth Advisors, Inc. Ishares Barclays 20+ Year Trea Transaction History