Avantax Advisory Services, Inc. Ishares Barclays 20+ Year Trea Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 212,969 shares of TLT stock, worth $18.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

212,969

Previous 218,905 2.71%

Holding current value

$18.9 Million

Previous $19.9 Million 5.68%

% of portfolio

0.11%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$83.97 - $92.85 $498,445 - $551,157	-5,936 Reduced 2.71%	212,969 $18.8 Million
Q1 2025 May 06, 2025	SELL	$85.29 - $92.57 $5.81 Million - $6.3 Million	-68,068 Reduced 23.72%	218,905 $19.9 Million
Q4 2024 Feb 07, 2025	BUY	$87.1 - $98.49 $6.96 Million - $7.87 Million	79,938 Added 38.61%	286,973 $25.1 Million
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $2.45 Million - $2.76 Million	27,270 Added 15.17%	207,035 $20.3 Million
Q2 2024 Aug 09, 2024	BUY	$87.78 - $94.67 $3.13 Million - $3.37 Million	35,640 Added 24.73%	179,765 $16.5 Million

Q1 2024 May 08, 2024	SELL	$92.18 - $98.72 $872,944 - $934,878	-9,470 Reduced 6.17%	144,125 $13.6 Million
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $3.15 Million - $3.83 Million	38,095 Added 32.98%	153,595 $15.2 Million
Q3 2023 Nov 07, 2023	BUY	$88.41 - $102.95 $4.18 Million - $4.87 Million	47,289 Added 69.33%	115,500 $10.2 Million
Q2 2023 Aug 11, 2023	BUY	$100.28 - $108.53 $3.1 Million - $3.35 Million	30,864 Added 82.64%	68,211 $7.02 Million
Q1 2023 Apr 28, 2023	BUY	$99.48 - $108.63 $589,617 - $643,850	5,927 Added 18.86%	37,347 $3.97 Million
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $1.38 Million - $1.63 Million	14,930 Added 90.54%	31,420 $3.13 Million
Q3 2022 Nov 01, 2022	BUY	$100.95 - $120.04 $736,228 - $875,451	7,293 Added 79.3%	16,490 $1.69 Million
Q2 2022 Aug 02, 2022	BUY	$108.81 - $132.38 $507,598 - $617,552	4,665 Added 102.93%	9,197 $1.06 Million
Q1 2022 Apr 27, 2022	SELL	$128.66 - $144.3 $620,784 - $696,247	-4,825 Reduced 51.57%	4,532 $599,000
Q4 2021 Jan 24, 2022	SELL	$141.52 - $154.35 $128,924 - $140,612	-911 Reduced 8.87%	9,357 $1.39 Million
Q3 2021 Oct 21, 2021	SELL	$144.09 - $151.79 $7,780 - $8,196	-54 Reduced 0.52%	10,268 $1.48 Million
Q2 2021 Jul 29, 2021	BUY	$135.6 - $145.73 $835,567 - $897,988	6,162 Added 148.13%	10,322 $1.49 Million
Q1 2021 May 13, 2021	SELL	$133.92 - $157.54 $6,829 - $8,034	-51 Reduced 1.21%	4,160 $564,000
Q4 2020 Jan 22, 2021	SELL	$155.16 - $163.36 $1.3 Million - $1.37 Million	-8,368 Reduced 66.52%	4,211 $657,000
Q3 2020 Oct 14, 2020	BUY	$161.12 - $171.57 $293,399 - $312,428	1,821 Added 16.93%	12,579 $2.05 Million
Q2 2020 Aug 06, 2020	BUY	$156.11 - $171.29 $265,699 - $291,535	1,702 Added 18.79%	10,758 $1.77 Million
Q1 2020 Apr 30, 2020	BUY	$136.74 - $171.29 $817,841 - $1.02 Million	5,981 Added 194.5%	9,056 $1.5 Million
Q4 2019 Feb 14, 2020	BUY	$134.91 - $145.99 $414,848 - $448,919	3,075 New	3,075 $416,000

Others Institutions Holding TLT

# of Institutions

1,407

Shares Held

432M

Call Options Held

157M

Put Options Held

157M

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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Ishares Barclays 20+ Year Trea Transaction History