A detailed history of Cooper Financial Group transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Cooper Financial Group holds 3,111 shares of TLT stock, worth $276,474. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,111
Previous 3,509 11.34%
Holding current value
$276,474
Previous $309,000 10.03%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 07, 2025

SELL
$85.01 - $90.35 $33,833 - $35,959
-398 Reduced 11.34%
3,111 $278,000
Q2 2025

Jul 17, 2025

SELL
$83.97 - $92.85 $248,971 - $275,300
-2,965 Reduced 45.8%
3,509 $309,000
Q1 2025

May 12, 2025

SELL
$85.29 - $92.57 $3.74 Million - $4.06 Million
-43,824 Reduced 87.13%
6,474 $589,000
Q4 2024

Jan 13, 2025

BUY
$87.1 - $98.49 $248,322 - $280,794
2,851 Added 6.01%
50,298 $4.39 Million
Q3 2024

Nov 14, 2024

BUY
$89.91 - $101.33 $310,369 - $349,791
3,452 Added 7.85%
47,447 $4.65 Million
Q2 2024

Jul 15, 2024

BUY
$87.78 - $94.67 $619,463 - $668,086
7,057 Added 19.1%
43,995 $4.04 Million
Q1 2024

Apr 11, 2024

BUY
$92.18 - $98.72 $6,544 - $7,009
71 Added 0.19%
36,938 $3.5 Million
Q4 2023

Jan 16, 2024

SELL
$82.77 - $100.51 $131,190 - $159,308
-1,585 Reduced 4.12%
36,867 $3.65 Million
Q3 2023

Oct 13, 2023

BUY
$88.41 - $102.95 $2.45 Million - $2.86 Million
27,767 Added 259.87%
38,452 $3.41 Million
Q2 2023

Jul 07, 2023

BUY
$100.28 - $108.53 $1.07 Million - $1.16 Million
10,685 New
10,685 $1.1 Million
Q4 2020

Feb 16, 2021

SELL
$155.16 - $163.36 $682,238 - $718,293
-4,397 Closed
0 $0
Q3 2020

Oct 09, 2020

BUY
$161.12 - $171.57 $364,936 - $388,606
2,265 Added 106.24%
4,397 $718,000
Q2 2020

Jul 15, 2020

BUY
$156.11 - $171.29 $332,826 - $365,190
2,132 New
2,132 $349,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Cooper Financial Group Portfolio

Follow Cooper Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cooper Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Cooper Financial Group with notifications on news.