Coastwise Capital Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Coastwise Capital Group, LLC

$124 Million
Q4 2024

A detailed history of Coastwise Capital Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 3,537 shares of TLT stock, worth $318,542. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,537

Previous 3,491 1.32%

Holding current value

$318,542

Previous $342,000 9.94%

% of portfolio

0.25%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$87.1 - $98.49 $4,006 - $4,530	46 Added 1.32%	3,537 $308,000
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $16,813 - $18,948	187 Added 5.66%	3,491 $342,000
Q2 2024 Aug 14, 2024	BUY	$87.78 - $94.67 $2,633 - $2,840	30 Added 0.92%	3,304 $303,000
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $1,751 - $1,875	19 Added 0.58%	3,274 $309,000
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $52,558 - $63,823	635 Added 24.24%	3,255 $321,000
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $231,634 - $269,729	2,620 New	2,620 $232,000

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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Coastwise Capital Group, LLC Ishares Barclays 20+ Year Trea Transaction History