Meridian Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 5,427 shares of TLT stock, worth $501,997. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,427

Previous 3,657 48.4%

Holding current value

$501,997

Previous $335,000 58.81%

% of portfolio

0.1%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$89.91 - $101.33 $159,140 - $179,354	1,770 Added 48.4%	5,427 $532,000
Q2 2024 Aug 02, 2024	BUY	$87.78 - $94.67 $3,335 - $3,597	38 Added 1.05%	3,657 $335,000
Q1 2024 May 10, 2024	SELL	$92.18 - $98.72 $24,151 - $25,864	-262 Reduced 6.75%	3,619 $342,000
Q4 2023 Feb 06, 2024	BUY	$82.77 - $100.51 $2,483 - $3,015	30 Added 0.78%	3,881 $383,000
Q3 2023 Nov 13, 2023	SELL	$88.41 - $102.95 $86,376 - $100,582	-977 Reduced 20.24%	3,851 $341,000
Q2 2023 Aug 02, 2023	BUY	$100.28 - $108.53 $2,607 - $2,821	26 Added 0.54%	4,828 $496,000
Q1 2023 May 01, 2023	BUY	$99.48 - $108.63 $52,525 - $57,356	528 Added 12.35%	4,802 $510,000
Q4 2022 Jan 23, 2023	SELL	$92.4 - $109.47 $229,521 - $271,923	-2,484 Reduced 36.76%	4,274 $0
Q3 2022 Oct 19, 2022	SELL	$100.95 - $120.04 $452,054 - $537,539	-4,478 Reduced 39.85%	6,758 $692,000
Q2 2022 Jul 26, 2022	SELL	$108.81 - $132.38 $1,958 - $2,382	-18 Reduced 0.16%	11,236 $1.29 Million
Q1 2022 May 12, 2022	SELL	$128.66 - $144.3 $103,442 - $116,017	-804 Reduced 6.67%	11,254 $1.49 Million
Q4 2021 Feb 02, 2022	SELL	$141.52 - $154.35 $4,811 - $5,247	-34 Reduced 0.28%	12,058 $1.79 Million
Q3 2021 Nov 12, 2021	SELL	$144.09 - $151.79 $6,339 - $6,678	-44 Reduced 0.36%	12,092 $1.75 Million
Q2 2021 Aug 10, 2021	BUY	$135.6 - $145.73 $586,470 - $630,282	4,325 Added 55.37%	12,136 $1.75 Million
Q1 2021 May 07, 2021	SELL	$133.92 - $157.54 $307,212 - $361,396	-2,294 Reduced 22.7%	7,811 $1.06 Million
Q4 2020 May 07, 2021	BUY	$155.16 - $163.36 $1.57 Million - $1.65 Million	10,105 New	10,105 $1.59 Million
Q4 2020 Feb 16, 2021	SELL	$155.16 - $163.36 $1.57 Million - $1.65 Million	-10,122 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$161.12 - $171.57 $76,048 - $80,981	472 Added 4.89%	10,122 $1.65 Million
Q2 2020 Aug 14, 2020	SELL	$156.11 - $171.29 $5,463 - $5,995	-35 Reduced 0.36%	9,650 $1.58 Million
Q1 2020 May 15, 2020	SELL	$136.74 - $171.29 $3.25 Million - $4.07 Million	-23,775 Reduced 71.05%	9,685 $1.6 Million
Q4 2019 Feb 12, 2020	BUY	$134.91 - $145.99 $555,694 - $601,332	4,119 Added 14.04%	33,460 $4.53 Million
Q3 2019 Nov 08, 2019	BUY	$130.07 - $147.8 $3.82 Million - $4.34 Million	29,341 New	29,341 $4.2 Million

Others Institutions Holding TLT

# of Institutions

1,311

Shares Held

406M

Call Options Held

120M

Put Options Held

93.8M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Meridian Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History