Heartwood Wealth Advisors LLC Ishares Barclays 20+ Year Trea Transaction History

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 88,387 shares of TLT stock, worth $7.92 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
88,387
Previous 88,454 0.08%
Holding current value
$7.92 Million
Previous $8.68 Million 11.05%
% of portfolio
0.88%
Previous 0.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$87.1 - $98.49 $5,835 - $6,598
-67 Reduced 0.08%
88,387 $7.72 Million
Q3 2024

Oct 07, 2024
BUY
$89.91 - $101.33 $79,120 - $89,170
880 Added 1.0%
88,454 $8.68 Million
Q2 2024

Jul 09, 2024
BUY
$87.78 - $94.67 $128,246 - $138,312
1,461 Added 1.7%
87,574 $8.04 Million
Q1 2024

Apr 02, 2024
BUY
$92.18 - $98.72 $575,848 - $616,703
6,247 Added 7.82%
86,113 $8.15 Million
Q4 2023

Jan 17, 2024
BUY
$82.77 - $100.51 $6.61 Million - $8.03 Million
79,866 New
79,866 $7.9 Million

Others Institutions Holding TLT

# of Institutions
1,421
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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