Caldwell Trust CO Ishares Barclays 20+ Year Trea Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Caldwell Trust CO holds 582 shares of TLT stock, worth $51,722. This represents 0.0% of its overall portfolio holdings.

Number of Shares
582
Previous 405 43.7%
Holding current value
$51,722
Previous $35.7 Million 45.53%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$85.01 - $90.35 $15,046 - $15,991
177 Added 43.7%
582 $52 Million
Q2 2025

Sep 22, 2025
BUY
$83.97 - $92.85 $34,007 - $37,604
405 New
405 $35.7 Million
Q1 2025

Sep 23, 2025
SELL
$85.29 - $92.57 $6,055 - $6,572
-71 Reduced 17.53%
334 $30.4 Million
Q4 2024

Sep 24, 2025
BUY
$87.1 - $98.49 $21,426 - $24,228
246 Added 5.96%
4,376 $382 Million
Q3 2024

Sep 24, 2025
SELL
$89.91 - $101.33 $7,642 - $8,613
-85 Reduced 2.02%
4,130 $405 Million
Q1 2024

Sep 24, 2025
BUY
$92.18 - $98.72 $351,205 - $376,123
3,810 Added 940.74%
4,215 $399 Million
Q3 2023

Oct 01, 2025
SELL
$88.41 - $102.95 $295,200 - $343,750
-3,339 Closed
0 $0
Q2 2023

Oct 01, 2025
BUY
$100.28 - $108.53 $294,221 - $318,427
2,934 Added 724.44%
3,339 $344 Million
Q4 2022

Oct 01, 2025
SELL
$92.4 - $109.47 $43,058 - $51,013
-466 Reduced 69.97%
200 $19.9 Million
Q3 2022

Oct 01, 2025
BUY
$100.95 - $120.04 $26,347 - $31,330
261 Added 64.44%
666 $68.2 Million
Q1 2022

Oct 01, 2025
BUY
$128.66 - $144.3 $33,580 - $37,662
261 Added 64.44%
666 $88 Million
Q4 2021

Oct 02, 2025
SELL
$141.52 - $154.35 $10,330 - $11,267
-73 Reduced 1.17%
6,163 $913 Million
Q3 2021

Oct 02, 2025
BUY
$144.09 - $151.79 $801,140 - $843,952
5,560 Added 822.49%
6,236 $900 Million
Q2 2021

Oct 02, 2025
BUY
$135.6 - $145.73 $1,356 - $1,457
10 Added 1.5%
676 $97.6 Million
Q1 2021

Oct 02, 2025
BUY
$133.92 - $157.54 $34,953 - $41,117
261 Added 64.44%
666 $90.2 Million
Q4 2020

Oct 02, 2025
BUY
$155.16 - $163.36 $129,248 - $136,078
833 Added 205.68%
1,238 $195 Million
Q3 2020

Oct 02, 2025
SELL
$161.12 - $171.57 $142,591 - $151,839
-885 Reduced 23.54%
2,874 $469 Million
Q2 2020

Oct 02, 2025
BUY
$156.11 - $171.29 $117,238 - $128,638
751 Added 24.97%
3,759 $616 Million
Q1 2020

Oct 02, 2025
BUY
$136.74 - $171.29 $355,934 - $445,867
2,603 Added 642.72%
3,008 $496 Million
Q4 2019

Oct 06, 2025
BUY
$134.91 - $145.99 $456,535 - $494,030
3,384 Added 835.56%
3,789 $513 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

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