Global Retirement Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Global Retirement Partners, LLC holds 28,979 shares of TLT stock, worth $2.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

28,979

Previous 31,827 8.95%

Holding current value

$2.51 Million

Previous $3.12 Million 18.96%

% of portfolio

0.07%

Previous 0.1%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$87.1 - $98.49 $248,060 - $280,499	-2,848 Reduced 8.95%	28,979 $2.53 Million
Q3 2024 Oct 16, 2024	BUY	$89.91 - $101.33 $1.35 Million - $1.52 Million	14,989 Added 89.02%	31,827 $3.12 Million
Q2 2024 Jul 23, 2024	SELL	$87.78 - $94.67 $88,657 - $95,616	-1,010 Reduced 5.66%	16,838 $1.55 Million
Q1 2024 Apr 23, 2024	SELL	$92.18 - $98.72 $578,890 - $619,961	-6,280 Reduced 26.03%	17,848 $1.69 Million
Q4 2023 Jan 18, 2024	BUY	$82.77 - $100.51 $950,613 - $1.15 Million	11,485 Added 90.84%	24,128 $2.39 Million
Q3 2023 Oct 13, 2023	SELL	$88.41 - $102.95 $178,411 - $207,753	-2,018 Reduced 13.76%	12,643 $1.12 Million
Q2 2023 Jul 20, 2023	SELL	$100.28 - $108.53 $124,146 - $134,360	-1,238 Reduced 7.79%	14,661 $1.51 Million
Q1 2023 May 05, 2023	BUY	$99.48 - $108.63 $923,970 - $1.01 Million	9,288 Added 140.49%	15,899 $1.69 Million
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $513,466 - $608,324	5,557 Added 527.23%	6,611 $658,000
Q3 2022 Nov 03, 2022	BUY	$100.95 - $120.04 $21,502 - $25,568	213 Added 25.33%	1,054 $101,000
Q2 2022 Jul 15, 2022	SELL	$108.81 - $132.38 $65,938 - $80,222	-606 Reduced 41.88%	841 $97,000
Q1 2022 Jul 14, 2022	BUY	$128.66 - $144.3 $186,171 - $208,802	1,447 New	1,447 $172,000
Q4 2021 Jan 21, 2022	SELL	$141.52 - $154.35 $163,738 - $178,582	-1,157 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$144.09 - $151.79 $115,127 - $121,280	-799 Reduced 40.85%	1,157 $167,000
Q2 2021 Jul 15, 2021	BUY	$135.6 - $145.73 $110,785 - $119,061	817 Added 71.73%	1,956 $282,000
Q1 2021 Apr 14, 2021	SELL	$133.92 - $157.54 $111,153 - $130,758	-830 Reduced 42.15%	1,139 $154,000
Q4 2020 Jan 13, 2021	SELL	$155.16 - $163.36 $401,554 - $422,775	-2,588 Reduced 56.79%	1,969 $311,000
Q3 2020 Oct 09, 2020	SELL	$161.12 - $171.57 $82,171 - $87,500	-510 Reduced 10.07%	4,557 $744,000
Q2 2020 Jul 13, 2020	BUY	$156.11 - $171.29 $383,874 - $421,202	2,459 Added 94.29%	5,067 $831,000
Q1 2020 Apr 28, 2020	BUY	$136.74 - $171.29 $251,875 - $315,516	1,842 Added 240.47%	2,608 $430,000
Q4 2019 Jan 23, 2020	SELL	$134.91 - $145.99 $13,356 - $14,453	-99 Reduced 11.45%	766 $104,000
Q3 2019 Nov 19, 2019	BUY	$130.07 - $147.8 $66,855 - $75,969	514 Added 146.44%	865 $124,000
Q2 2019 Nov 19, 2019	SELL	$122.21 - $132.9 $56,827 - $61,798	-465 Reduced 56.99%	351 $47,000
Q1 2019 May 07, 2019	BUY	$118.66 - $126.56 $72,975 - $77,834	615 Added 305.97%	816 $103,000
Q4 2018 Feb 22, 2019	BUY	$112.0 - $121.51 $7,392 - $8,019	66 Added 48.89%	201 $24,000
Q3 2018 Oct 17, 2018	SELL	$116.61 - $122.75 $18,657 - $19,640	-160 Reduced 54.24%	135 $16,000
Q2 2018 Aug 13, 2018	BUY	$116.21 - $122.24 $6,623 - $6,967	57 Added 23.95%	295 $36,000
Q1 2018 Aug 10, 2018	SELL	$116.74 - $126.09 $11,907 - $12,861	-102 Reduced 30.0%	238 $29,000
Q4 2017 Aug 13, 2018	BUY	$122.43 - $128.35 $9,794 - $10,268	80 Added 30.77%	340 $43,000
Q3 2017 Aug 10, 2018	BUY	$124.48 - $129.28 $15,186 - $15,772	122 Added 88.41%	260 $32,000
Q2 2017 Aug 10, 2018	BUY	N/A	57 Added 70.37%	138 $17,000
Q1 2017 Aug 10, 2018	BUY	N/A	12 Added 17.39%	81 $10,000
Q4 2016 Aug 10, 2018	BUY	N/A	69	69 $8,000

Others Institutions Holding TLT

# of Institutions

1,420

Shares Held

407M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Ishares Barclays 20+ Year Trea Transaction History