Atlas Private Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History

Atlas Private Wealth Advisors

$691 Million
Q1 2025

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 64,516 shares of TLT stock, worth $5.67 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

64,516

Previous 37,497 72.06%

Holding current value

$5.67 Million

Previous $3.27 Million 79.35%

% of portfolio

0.85%

Previous 0.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$85.29 - $92.57 $2.3 Million - $2.5 Million	27,019 Added 72.06%	64,516 $5.87 Million
Q4 2024 Jan 21, 2025	BUY	$87.1 - $98.49 $1.96 Million - $2.21 Million	22,446 Added 149.13%	37,497 $3.27 Million
Q3 2024 Oct 08, 2024	BUY	$89.91 - $101.33 $493,246 - $555,896	5,486 Added 57.35%	15,051 $1.48 Million
Q2 2024 Jul 12, 2024	BUY	$87.78 - $94.67 $839,615 - $905,518	9,565 New	9,565 $877,000
Q3 2023 Oct 10, 2023	BUY	$88.41 - $102.95 $2.34 Million - $2.73 Million	26,519 Added 89.39%	56,187 $4.98 Million
Q2 2023 Aug 04, 2023	BUY	$100.28 - $108.53 $1.48 Million - $1.61 Million	14,803 Added 99.58%	29,668 $3.05 Million
Q4 2022 Feb 14, 2023	BUY	$92.4 - $109.47 $102,102 - $120,964	1,105 Added 8.03%	14,865 $1.48 Million
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $260,652 - $309,943	2,582 Added 23.1%	13,760 $1.41 Million
Q2 2022 Aug 15, 2022	BUY	$108.81 - $132.38 $1.22 Million - $1.48 Million	11,178 New	11,178 $1.28 Million
Q4 2021 Apr 21, 2022	SELL	$141.52 - $154.35 $31,558 - $34,420	-223 Closed	0 $0
Q3 2021 Oct 26, 2021	SELL	$144.09 - $151.79 $754,887 - $795,227	-5,239 Reduced 95.92%	223 $32,000
Q1 2021 Apr 28, 2021	BUY	$133.92 - $157.54 $715,668 - $841,893	5,344 Added 4528.81%	5,462 $740,000
Q2 2020 Aug 14, 2020	BUY	$156.11 - $171.29 $18,420 - $20,212	118 New	118 $19,000

Others Institutions Holding TLT

# of Institutions

1,429

Shares Held

408M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Atlas Private Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History