Cardinal Strategic Wealth Guidance Ishares Barclays 20+ Year Trea Transaction History

Cardinal Strategic Wealth Guidance

$313 Million
Q4 2024

A detailed history of Cardinal Strategic Wealth Guidance transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cardinal Strategic Wealth Guidance holds 29,748 shares of TLT stock, worth $2.67 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

29,748

Previous 31,175 4.58%

Holding current value

$2.67 Million

Previous $3.06 Million 15.08%

% of portfolio

0.83%

Previous 1.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$87.1 - $98.49 $124,291 - $140,545	-1,427 Reduced 4.58%	29,748 $2.6 Million
Q3 2024 Oct 29, 2024	SELL	$89.91 - $101.33 $114,545 - $129,094	-1,274 Reduced 3.93%	31,175 $3.06 Million
Q2 2024 Jul 22, 2024	BUY	$87.78 - $94.67 $55,740 - $60,115	635 Added 2.0%	32,449 $2.98 Million
Q1 2024 Apr 25, 2024	BUY	$92.18 - $98.72 $75,495 - $80,851	819 Added 2.64%	31,814 $3.01 Million
Q4 2023 Jan 30, 2024	BUY	$82.77 - $100.51 $168,188 - $204,236	2,032 Added 7.02%	30,995 $3.06 Million
Q3 2023 Oct 31, 2023	BUY	$88.41 - $102.95 $350,192 - $407,784	3,961 Added 15.84%	28,963 $2.57 Million
Q2 2023 Jul 20, 2023	BUY	$100.28 - $108.53 $10,328 - $11,178	103 Added 0.41%	25,002 $2.57 Million
Q1 2023 Apr 21, 2023	BUY	$99.48 - $108.63 $389,862 - $425,720	3,919 Added 18.68%	24,899 $2.65 Million
Q4 2022 Jan 18, 2023	BUY	$92.4 - $109.47 $212,520 - $251,781	2,300 Added 12.31%	20,980 $0
Q3 2022 Oct 20, 2022	BUY	$100.95 - $120.04 $664,049 - $789,623	6,578 Added 54.35%	18,680 $1.91 Million
Q2 2022 Jul 27, 2022	BUY	$108.81 - $132.38 $90,203 - $109,743	829 Added 7.35%	12,102 $1.39 Million
Q1 2022 Apr 26, 2022	BUY	$128.66 - $144.3 $372,856 - $418,181	2,898 Added 34.6%	11,273 $1.49 Million
Q4 2021 Jan 26, 2022	BUY	$141.52 - $154.35 $13,444 - $14,663	95 Added 1.15%	8,375 $1.24 Million
Q3 2021 Nov 05, 2021	BUY	$144.09 - $151.79 $116,136 - $122,342	806 Added 10.78%	8,280 $1.2 Million
Q2 2021 Jul 27, 2021	BUY	$135.6 - $145.73 $32,272 - $34,683	238 Added 3.29%	7,474 $1.08 Million
Q1 2021 Apr 29, 2021	BUY	$133.92 - $157.54 $969,045 - $1.14 Million	7,236 New	7,236 $980,000

Others Institutions Holding TLT

# of Institutions

1,432

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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Cardinal Strategic Wealth Guidance Ishares Barclays 20+ Year Trea Transaction History