Beacon Pointe Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Beacon Pointe Advisors, LLC

$8.55 Billion
Q3 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,124 shares of TLT stock, worth $274,349. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,124

Previous 2,787 12.09%

Holding current value

$274,349

Previous $255,000 20.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $30,299 - $34,148	337 Added 12.09%	3,124 $306,000
Q2 2024 Aug 12, 2024	SELL	$87.78 - $94.67 $456,192 - $491,999	-5,197 Reduced 65.09%	2,787 $255,000
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $107,113 - $114,712	1,162 Added 17.03%	7,984 $755,000
Q4 2023 Feb 08, 2024	BUY	$82.77 - $100.51 $241,109 - $292,785	2,913 Added 74.52%	6,822 $674,000
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $345,594 - $402,431	3,909 New	3,909 $346,000
Q1 2023 May 12, 2023	BUY	$99.48 - $108.63 $248,401 - $271,249	2,497 New	2,497 $265,000
Q2 2022 Aug 11, 2022	SELL	$108.81 - $132.38 $7.29 Million - $8.87 Million	-66,976 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$128.66 - $144.3 $8.62 Million - $9.66 Million	66,976 New	66,976 $8.85 Million

Others Institutions Holding TLT

# of Institutions

1,354

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Beacon Pointe Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History