Cassaday & CO Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History

Cassaday & CO Wealth Management LLC

  • $4.32 Billion
  • Q3 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 30,149 shares of TLT stock, worth $2.68 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,149
Previous 91,079 66.9%
Holding current value
$2.68 Million
Previous $8.04 Million 66.48%
% of portfolio
0.06%
Previous 0.2%

Shares

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

Nov 07, 2025
SELL
$85.01 - $90.35 $5.18 Million - $5.51 Million
-60,930 Reduced 66.9%
30,149 $2.69 Million
Q2 2025

Aug 05, 2025
SELL
$83.97 - $92.85 $26.3 Million - $29.1 Million
-313,551 Reduced 77.49%
91,079 $8.04 Million
Q1 2025

May 05, 2025
SELL
$85.29 - $92.57 $32.4 Million - $35.1 Million
-379,453 Reduced 48.39%
404,630 $36.8 Million
Q4 2024

Feb 03, 2025
BUY
$87.1 - $98.49 $68.3 Million - $77.2 Million
784,083 New
784,083 $68.5 Million

Others Institutions Holding TLT

# of Institutions
1,403
Shares Held
433M
Call Options Held
157M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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