Accretive Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 4,616 shares of TLT stock, worth $420,886. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,616
Previous 13,985 66.99%
Holding current value
$420,886
Previous $1.37 Million 70.61%
% of portfolio
0.18%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$87.1 - $98.49 $816,039 - $922,752
-9,369 Reduced 66.99%
4,616 $403,000
Q3 2024

Nov 12, 2024
BUY
$89.91 - $101.33 $272,607 - $307,232
3,032 Added 27.68%
13,985 $1.37 Million
Q2 2024

Aug 05, 2024
SELL
$87.78 - $94.67 $48,454 - $52,257
-552 Reduced 4.8%
10,953 $1.01 Million
Q1 2024

May 06, 2024
SELL
$92.18 - $98.72 $1,106 - $1,184
-12 Reduced 0.1%
11,505 $1.09 Million
Q4 2023

Feb 06, 2024
BUY
$82.77 - $100.51 $647,178 - $785,887
7,819 Added 211.44%
11,517 $1.14 Million
Q2 2023

Aug 07, 2023
SELL
$100.28 - $108.53 $701 - $759
-7 Reduced 0.19%
3,698 $380,000
Q1 2023

May 04, 2023
BUY
$99.48 - $108.63 $4,377 - $4,779
44 Added 1.2%
3,705 $394,000
Q4 2022

Feb 13, 2023
SELL
$92.4 - $109.47 $1.14 Million - $1.35 Million
-12,339 Reduced 77.12%
3,661 $364,000
Q3 2022

Nov 14, 2022
SELL
$100.95 - $120.04 $248,437 - $295,418
-2,461 Reduced 13.33%
16,000 $1.64 Million
Q2 2022

Aug 12, 2022
BUY
$108.81 - $132.38 $2.01 Million - $2.44 Million
18,461 New
18,461 $2.12 Million

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

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