Aspire Wealth Management Corp Ishares Barclays 20+ Year Trea Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Aspire Wealth Management Corp holds 1,375 shares of TLT stock, worth $125,702. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,375

Previous 1,840 25.27%

Holding current value

$125,702

Previous $168,000 20.24%

% of portfolio

0.08%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$89.91 - $101.33 $41,808 - $47,118	-465 Reduced 25.27%	1,375 $134,000
Q2 2024 Aug 12, 2024	BUY	$87.78 - $94.67 $6,846 - $7,384	78 Added 4.43%	1,840 $168,000
Q1 2024 Apr 29, 2024	SELL	$92.18 - $98.72 $15,762 - $16,881	-171 Reduced 8.85%	1,762 $166,000
Q4 2023 Jan 22, 2024	BUY	$82.77 - $100.51 $331 - $402	4 Added 0.21%	1,933 $191,000
Q3 2023 Oct 30, 2023	BUY	$88.41 - $102.95 $169,570 - $197,458	1,918 Added 17436.36%	1,929 $171,000
Q1 2023 May 04, 2023	SELL	$99.48 - $108.63 $63,269 - $69,088	-636 Reduced 98.3%	11 $1,000
Q4 2022 Feb 06, 2023	BUY	$92.4 - $109.47 $554 - $656	6 Added 0.94%	647 $64,000
Q3 2022 Nov 09, 2022	SELL	$100.95 - $120.04 $63,194 - $75,145	-626 Reduced 49.41%	641 $66,000
Q2 2022 Aug 11, 2022	BUY	$108.81 - $132.38 $96,079 - $116,891	883 Added 229.95%	1,267 $145,000
Q1 2022 May 03, 2022	SELL	$128.66 - $144.3 $3,087 - $3,463	-24 Reduced 5.88%	384 $51,000
Q4 2021 Mar 14, 2022	BUY	$141.52 - $154.35 $57,740 - $62,974	408 New	408 $61,000

Others Institutions Holding TLT

# of Institutions

1,423

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Account

Aspire Wealth Management Corp Ishares Barclays 20+ Year Trea Transaction History