Clearview Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 9,086 shares of TLT stock, worth $797,932. This represents 0.69% of its overall portfolio holdings.

Number of Shares

9,086

Previous 8,279 9.75%

Holding current value

$797,932

Previous $759,000 17.39%

% of portfolio

0.69%

Previous 0.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$89.91 - $101.33 $72,557 - $81,773	807 Added 9.75%	9,086 $891,000
Q2 2024 Jul 31, 2024	SELL	$87.78 - $94.67 $1.63 Million - $1.76 Million	-18,554 Reduced 69.15%	8,279 $759,000
Q1 2024 Apr 09, 2024	BUY	$92.18 - $98.72 $1.84 Million - $1.97 Million	19,972 Added 291.09%	26,833 $2.54 Million
Q4 2023 Jan 12, 2024	BUY	$82.77 - $100.51 $63,484 - $77,091	767 Added 12.59%	6,861 $678,000
Q3 2023 Oct 30, 2023	SELL	$88.41 - $102.95 $1.44 Million - $1.68 Million	-16,281 Reduced 72.76%	6,094 $540,000
Q2 2023 Aug 07, 2023	BUY	$100.28 - $108.53 $2.24 Million - $2.43 Million	22,375 New	22,375 $2.3 Million
Q4 2022 Jan 31, 2023	SELL	$92.4 - $109.47 $9,424 - $11,165	-102 Reduced 89.47%	12 $1,000
Q3 2022 Oct 18, 2022	SELL	$100.95 - $120.04 $1,615 - $1,920	-16 Reduced 12.31%	114 $12,000
Q2 2022 Aug 05, 2022	BUY	$108.81 - $132.38 $108 - $132	1 Added 0.78%	130 $15,000
Q3 2021 Nov 02, 2021	BUY	$144.09 - $151.79 $144 - $151	1 Added 0.78%	129 $19,000
Q2 2021 Jul 30, 2021	SELL	$135.6 - $145.73 $31,459 - $33,809	-232 Reduced 64.44%	128 $19,000
Q1 2021 May 06, 2021	BUY	$133.92 - $157.54 $10,311 - $12,130	77 Added 27.21%	360 $49,000
Q4 2020 Jan 21, 2021	BUY	$155.16 - $163.36 $43,910 - $46,230	283 New	283 $45,000

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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Clearview Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History