Insight Wealth Strategies, LLC Ishares Barclays 20+ Year Trea Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 263,090 shares of TLT stock, worth $23.6 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares
263,090
Previous 251,914 4.44%
Holding current value
$23.6 Million
Previous $24.7 Million 7.03%
% of portfolio
3.1%
Previous 3.3%

Shares

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

Jan 06, 2025
BUY
$87.1 - $98.49 $973,429 - $1.1 Million
11,176 Added 4.44%
263,090 $23 Million
Q3 2024

Oct 07, 2024
BUY
$89.91 - $101.33 $3.4 Million - $3.83 Million
37,838 Added 17.68%
251,914 $24.7 Million
Q2 2024

Jul 08, 2024
BUY
$87.78 - $94.67 $631,313 - $680,866
7,192 Added 3.48%
214,076 $19.6 Million
Q1 2024

Apr 05, 2024
BUY
$92.18 - $98.72 $763,066 - $817,204
8,278 Added 4.17%
206,884 $19.6 Million
Q4 2023

Jan 12, 2024
BUY
$82.77 - $100.51 $1.4 Million - $1.7 Million
16,904 Added 9.3%
198,606 $19.6 Million
Q3 2023

Oct 13, 2023
BUY
$88.41 - $102.95 $3.41 Million - $3.98 Million
38,611 Added 26.98%
181,702 $16.1 Million
Q2 2023

Jul 14, 2023
BUY
$100.28 - $108.53 $6.7 Million - $7.25 Million
66,845 Added 87.67%
143,091 $14.7 Million
Q1 2023

Apr 06, 2023
BUY
$99.48 - $108.63 $161,356 - $176,197
1,622 Added 2.17%
76,246 $8.11 Million
Q4 2022

Jan 06, 2023
BUY
$92.4 - $109.47 $6.9 Million - $8.17 Million
74,624 New
74,624 $0
Q1 2021

May 12, 2021
SELL
$133.92 - $157.54 $199,005 - $234,104
-1,486 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$155.16 - $163.36 $230,567 - $242,752
1,486 New
1,486 $234,000
Q3 2020

Oct 29, 2020
SELL
$161.12 - $171.57 $1.3 Million - $1.38 Million
-8,059 Closed
0 $0
Q2 2020

Jul 31, 2020
BUY
$156.11 - $171.29 $1.26 Million - $1.38 Million
8,059 New
8,059 $1.32 Million
Q4 2019

Feb 21, 2020
SELL
$134.91 - $145.99 $432,791 - $468,335
-3,208 Closed
0 $0
Q3 2019

Nov 06, 2019
SELL
$130.07 - $147.8 $485,421 - $551,589
-3,732 Reduced 53.78%
3,208 $459,000
Q2 2019

Aug 06, 2019
SELL
$122.21 - $132.9 $650,279 - $707,160
-5,321 Reduced 43.4%
6,940 $922,000
Q1 2019

Apr 24, 2019
BUY
$118.66 - $126.56 $203,145 - $216,670
1,712 Added 16.23%
12,261 $1.55 Million
Q4 2018

Feb 12, 2019
BUY
$112.0 - $121.51 $1.18 Million - $1.28 Million
10,549 New
10,549 $1.28 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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