Ibex Wealth Advisors Ishares Barclays 20+ Year Trea Transaction History

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025

A detailed history of Ibex Wealth Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Ibex Wealth Advisors holds 10,737 shares of TLT stock, worth $954,197. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,737
Previous 11,388 5.72%
Holding current value
$954,197
Previous $1 Million 4.48%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$85.01 - $90.35 $55,341 - $58,817
-651 Reduced 5.72%
10,737 $959,000
Q2 2025

Aug 07, 2025
SELL
$83.97 - $92.85 $1,007 - $1,114
-12 Reduced 0.11%
11,388 $1 Million
Q1 2025

Apr 15, 2025
BUY
$85.29 - $92.57 $5,885 - $6,387
69 Added 0.61%
11,400 $1.03 Million
Q4 2024

Jan 23, 2025
BUY
$87.1 - $98.49 $986,930 - $1.12 Million
11,331 New
11,331 $989,000
Q3 2019

Nov 12, 2019
SELL
$130.07 - $147.8 $87,537 - $99,469
-673 Closed
0 $0
Q2 2019

Jul 30, 2019
BUY
$122.21 - $132.9 $82,247 - $89,441
673 New
673 $89,000

Others Institutions Holding TLT

# of Institutions
1,403
Shares Held
433M
Call Options Held
157M
Put Options Held
157M
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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