Forbes Financial Planning, Inc. Ishares Barclays 20+ Year Trea Transaction History

Forbes Financial Planning, Inc.

  • $139 Million
  • Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 6,234 shares of TLT stock, worth $556,509. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,234
Previous 4,973 25.36%
Holding current value
$556,509
Previous $456,000 33.99%
% of portfolio
0.44%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$89.91 - $101.33 $113,376 - $127,777
1,261 Added 25.36%
6,234 $611,000
Q2 2024

Jul 25, 2024
BUY
$87.78 - $94.67 $160,022 - $172,583
1,823 Added 57.87%
4,973 $456,000
Q1 2024

Apr 29, 2024
BUY
$92.18 - $98.72 $290,367 - $310,968
3,150 New
3,150 $298,000

Others Institutions Holding TLT

# of Institutions
1,373
Shares Held
467M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
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