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 $2.54 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

28,979

Previous 31,827 8.95%

Holding current value

$2.54 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

1,429

Shares Held

408M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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