Koa Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Koa Wealth Management, LLC

$129 Billion
Q3 2024

A detailed history of Koa Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Koa Wealth Management, LLC holds 16,960 shares of TLT stock, worth $1.48 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

16,960

Previous 17,327 2.12%

Holding current value

$1.48 Million

Previous $1.59 Billion 4.62%

% of portfolio

1.29%

Previous 1.34%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$89.91 - $101.33 $32,996 - $37,188	-367 Reduced 2.12%	16,960 $1.66 Billion
Q2 2024 Jul 23, 2024	SELL	$87.78 - $94.67 $71,014 - $76,588	-809 Reduced 4.46%	17,327 $1.59 Billion
Q1 2024 May 07, 2024	SELL	$92.18 - $98.72 $20,279 - $21,718	-220 Reduced 1.2%	18,136 $1.72 Billion
Q4 2023 May 07, 2024	BUY	$82.77 - $100.51 $1.52 Million - $1.84 Million	18,356 New	18,356 $1.82 Billion

Others Institutions Holding TLT

# of Institutions

1,354

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Koa Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History