Family Firm, Inc. Ishares Barclays 20+ Year Trea Transaction History

Family Firm, Inc.

$578 Million
Q4 2024

A detailed history of Family Firm, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Family Firm, Inc. holds 14,502 shares of TLT stock, worth $1.29 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,502

Previous 13,606 6.59%

Holding current value

$1.29 Million

Previous $1.33 Million 5.1%

% of portfolio

0.22%

Previous 0.14%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$87.1 - $98.49 $78,041 - $88,247	896 Added 6.59%	14,502 $1.27 Million
Q3 2024 Oct 17, 2024	BUY	$89.91 - $101.33 $89,730 - $101,127	998 Added 7.92%	13,606 $1.33 Million
Q2 2024 Jul 24, 2024	BUY	$87.78 - $94.67 $104,370 - $112,562	1,189 Added 10.41%	12,608 $1.16 Million
Q1 2024 May 01, 2024	BUY	$92.18 - $98.72 $45,721 - $48,965	496 Added 4.54%	11,419 $1.08 Million
Q4 2023 Feb 05, 2024	BUY	$82.77 - $100.51 $151,717 - $184,234	1,833 Added 20.17%	10,923 $1.08 Million
Q3 2023 Oct 19, 2023	SELL	$88.41 - $102.95 $1,502 - $1,750	-17 Reduced 0.19%	9,090 $806,000
Q2 2023 Aug 08, 2023	SELL	$100.28 - $108.53 $2,306 - $2,496	-23 Reduced 0.25%	9,107 $937,000
Q1 2023 May 01, 2023	BUY	$99.48 - $108.63 $25,665 - $28,026	258 Added 2.91%	9,130 $971,000
Q4 2022 Feb 07, 2023	BUY	$92.4 - $109.47 $34,188 - $40,503	370 Added 4.35%	8,872 $883,000
Q3 2022 Nov 15, 2022	BUY	$100.95 - $120.04 $41,894 - $49,816	415 Added 5.13%	8,502 $871,000
Q2 2022 Dec 01, 2022	BUY	$108.81 - $132.38 $48,964 - $59,571	450 Added 5.29%	8,952 $1.03 Million
Q1 2022 Nov 30, 2022	SELL	$128.66 - $144.3 $13,766 - $15,440	-107 Reduced 1.26%	8,395 $1.11 Million
Q4 2021 Feb 02, 2022	BUY	$141.52 - $154.35 $45,144 - $49,237	319 Added 4.11%	8,087 $1.2 Million
Q3 2021 Oct 22, 2021	SELL	$144.09 - $151.79 $59,797 - $62,992	-415 Reduced 5.07%	7,768 $1.11 Million
Q2 2021 Jul 21, 2021	BUY	$135.6 - $145.73 $51,934 - $55,814	383 Added 4.91%	8,183 $1.18 Million
Q1 2021 May 06, 2021	BUY	$133.92 - $157.54 $243,198 - $286,092	1,816 Added 30.35%	7,800 $1.06 Million
Q4 2020 Jan 20, 2021	BUY	$155.16 - $163.36 $52,288 - $55,052	337 Added 5.97%	5,984 $908,000
Q3 2020 Nov 04, 2020	BUY	$161.12 - $171.57 $2,094 - $2,230	13 Added 0.23%	5,647 $922,000
Q2 2020 Aug 10, 2020	BUY	$156.11 - $171.29 $2,497 - $2,740	16 Added 0.28%	5,634 $924,000
Q1 2020 Apr 29, 2020	SELL	$136.74 - $171.29 $236,149 - $295,817	-1,727 Reduced 23.51%	5,618 $927,000
Q4 2019 Feb 04, 2020	SELL	$134.91 - $145.99 $40,068 - $43,359	-297 Reduced 3.89%	7,345 $995,000
Q3 2019 Nov 12, 2019	SELL	$130.07 - $147.8 $110,169 - $125,186	-847 Reduced 9.98%	7,642 $1.09 Million
Q2 2019 Aug 06, 2019	SELL	$122.21 - $132.9 $19,798 - $21,529	-162 Reduced 1.87%	8,489 $1.13 Million
Q1 2019 May 06, 2019	BUY	$118.66 - $126.56 $59,092 - $63,026	498 Added 6.11%	8,651 $1.09 Million
Q4 2018 Feb 05, 2019	BUY	$112.0 - $121.51 $5,264 - $5,710	47 Added 0.58%	8,153 $991,000
Q3 2018 Oct 31, 2018	SELL	$116.61 - $122.75 $12,360 - $13,011	-106 Reduced 1.29%	8,106 $951,000
Q2 2018 Aug 03, 2018	BUY	$116.21 - $122.24 $337,590 - $355,107	2,905 Added 54.74%	8,212 $1 Million
Q1 2018 Apr 26, 2018	BUY	$116.74 - $126.09 $619,539 - $669,159	5,307 New	5,307 $647,000

Others Institutions Holding TLT

# of Institutions

1,395

Shares Held

474M

Call Options Held

140M

Put Options Held

162M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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