Core Wealth Partners LLC Ishares Barclays 20+ Year Trea Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Core Wealth Partners LLC holds 6,886 shares of TLT stock, worth $611,958. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,886
Previous 5,836 17.99%
Holding current value
$611,958
Previous $515 Million 19.49%
% of portfolio
0.28%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$85.01 - $90.35 $89,260 - $94,867
1,050 Added 17.99%
6,886 $615 Million
Q2 2025

Aug 11, 2025
BUY
$83.97 - $92.85 $108,909 - $120,426
1,297 Added 28.57%
5,836 $515 Million
Q1 2025

May 12, 2025
SELL
$85.29 - $92.57 $106,697 - $115,805
-1,251 Reduced 21.61%
4,539 $413 Million
Q4 2024

Feb 11, 2025
BUY
$87.1 - $98.49 $160,264 - $181,221
1,840 Added 46.58%
5,790 $506 Million
Q3 2024

Nov 04, 2024
BUY
$89.91 - $101.33 $355,144 - $400,253
3,950 New
3,950 $388 Million

Others Institutions Holding TLT

# of Institutions
1,402
Shares Held
432M
Call Options Held
157M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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