Cahill Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Cahill Wealth Management, LLC

$196 Million
Q4 2024

A detailed history of Cahill Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 30,576 shares of TLT stock, worth $2.75 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

30,576

Previous 29,496 3.66%

Holding current value

$2.75 Million

Previous $2.89 Million 7.71%

% of portfolio

1.36%

Previous 1.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.1 - $98.49 $94,068 - $106,369	1,080 Added 3.66%	30,576 $2.67 Million
Q3 2024 Nov 01, 2024	SELL	$89.91 - $101.33 $55,204 - $62,216	-614 Reduced 2.04%	29,496 $2.89 Million
Q2 2024 Aug 13, 2024	BUY	$87.78 - $94.67 $541,339 - $583,829	6,167 Added 25.76%	30,110 $2.76 Million
Q1 2024 May 10, 2024	BUY	$92.18 - $98.72 $195,237 - $209,088	2,118 Added 9.7%	23,943 $2.27 Million
Q4 2023 Jan 29, 2024	BUY	$82.77 - $100.51 $684,921 - $831,720	8,275 Added 61.07%	21,825 $2.16 Million
Q3 2023 Oct 31, 2023	BUY	$88.41 - $102.95 $161,259 - $187,780	1,824 Added 15.56%	13,550 $1.2 Million
Q2 2023 Aug 11, 2023	BUY	$100.28 - $108.53 $9,727 - $10,527	97 Added 0.83%	11,726 $1.21 Million
Q1 2023 May 08, 2023	BUY	$99.48 - $108.63 $149,717 - $163,488	1,505 Added 14.87%	11,629 $1.24 Million
Q4 2022 Feb 14, 2023	BUY	$92.4 - $109.47 $935,457 - $1.11 Million	10,124 New	10,124 $1.01 Million

Others Institutions Holding TLT

# of Institutions

1,428

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Cahill Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History