Evoke Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Evoke Wealth, LLC

$3.59 Trillion
Q4 2024

A detailed history of Evoke Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Evoke Wealth, LLC holds 294,947 shares of TLT stock, worth $27 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

294,947

Previous 311,565 5.33%

Holding current value

$27 Million

Previous $30.6 Billion 15.73%

% of portfolio

0.72%

Previous 0.83%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$87.1 - $98.49 $1.45 Million - $1.64 Million	-16,618 Reduced 5.33%	294,947 $25.8 Billion
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $28 Million - $31.6 Million	311,565 New	311,565 $30.6 Billion
Q1 2024 May 15, 2024	SELL	$92.18 - $98.72 $2.66 Million - $2.85 Million	-28,820 Reduced 7.82%	339,613 $32.1 Million
Q4 2023 Feb 12, 2024	BUY	$82.77 - $100.51 $29.2 Million - $35.4 Million	352,216 Added 2171.89%	368,433 $36.4 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $902,224 - $1.05 Million	10,205 Added 169.74%	16,217 $1.44 Million
Q2 2023 Aug 09, 2023	BUY	$100.28 - $108.53 $501 - $542	5 Added 0.08%	6,012 $618,000
Q1 2023 May 08, 2023	SELL	$99.48 - $108.63 $21,089 - $23,029	-212 Reduced 3.41%	6,007 $638,000
Q4 2022 Feb 10, 2023	BUY	$92.4 - $109.47 $574,635 - $680,793	6,219 New	6,219 $619,000
Q1 2021 May 13, 2021	SELL	$133.92 - $157.54 $12,990 - $15,281	-97 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$156.11 - $171.29 $15,142 - $16,615	97 New	97 $16,000

Others Institutions Holding TLT

# of Institutions

1,423

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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