Aspireon Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History

Aspireon Wealth Advisors

  • $183 Million
  • Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Aspireon Wealth Advisors holds 247,527 shares of TLT stock, worth $22 Million. This represents 14.35% of its overall portfolio holdings.

Number of Shares
247,527
Previous 157,318 57.34%
Holding current value
$22 Million
Previous $16.5 Million 59.25%
% of portfolio
14.35%
Previous 8.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023
BUY
$99.48 - $108.63 $8.97 Million - $9.8 Million
90,209 Added 57.34%
247,527 $26.3 Million
Q4 2022

Feb 08, 2023
SELL
$92.4 - $109.47 $15.7 Million - $18.7 Million
-170,422 Reduced 52.0%
157,318 $16.5 Million
Q3 2022

Nov 18, 2022
BUY
$100.95 - $120.04 $32 Million - $38 Million
316,628 Added 2849.42%
327,740 $33.6 Million
Q3 2022

Nov 15, 2022
SELL
$100.95 - $120.04 $22.4 Million - $26.7 Million
-222,283 Reduced 95.24%
11,112 $1.07 Million
Q2 2022

Jul 29, 2022
BUY
$108.81 - $132.38 $26,549 - $32,300
244 Added 0.1%
233,395 $26.8 Million
Q1 2022

May 11, 2022
BUY
$128.66 - $144.3 $7.82 Million - $8.78 Million
60,812 Added 35.29%
233,151 $30.8 Million
Q4 2021

Feb 15, 2022
BUY
$141.52 - $154.35 $11.3 Million - $12.3 Million
79,616 Added 85.86%
172,339 $25.5 Million
Q3 2021

Nov 15, 2021
BUY
$144.09 - $151.79 $2.45 Million - $2.58 Million
16,977 Added 22.41%
92,723 $13.4 Million
Q2 2021

Aug 16, 2021
BUY
$135.6 - $145.73 $3.22 Million - $3.46 Million
23,746 Added 45.67%
75,746 $10.9 Million
Q1 2021

Apr 19, 2021
SELL
$133.92 - $157.54 $267,840 - $315,080
-2,000 Reduced 3.7%
52,000 $7 Million
Q4 2020

Feb 23, 2021
BUY
$155.16 - $163.36 $8.38 Million - $8.82 Million
54,000 New
54,000 $8.46 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
Track This Portfolio

Track Aspireon Wealth Advisors Portfolio

Follow Aspireon Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aspireon Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email