Mutual Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Mutual Advisors, LLC holds 121,534 shares of TLT stock, worth $11 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

121,534

Previous 115,388 5.33%

Holding current value

$11 Million

Previous $11.3 Million 6.24%

% of portfolio

0.32%

Previous 0.32%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$87.1 - $98.49 $535,316 - $605,319	6,146 Added 5.33%	121,534 $10.6 Million
Q3 2024 Oct 25, 2024	SELL	$89.91 - $101.33 $585,673 - $660,063	-6,514 Reduced 5.34%	115,388 $11.3 Million
Q2 2024 Jul 30, 2024	SELL	$87.78 - $94.67 $1.34 Million - $1.44 Million	-15,231 Reduced 11.11%	121,902 $11.2 Million
Q1 2024 May 02, 2024	BUY	$92.18 - $98.72 $427,991 - $458,356	4,643 Added 3.5%	137,133 $13 Million
Q4 2023 Jan 12, 2024	BUY	$82.77 - $100.51 $8.77 Million - $10.7 Million	105,999 Added 400.13%	132,490 $13.1 Million
Q3 2023 Nov 13, 2023	SELL	$88.41 - $102.95 $2.01 Million - $2.35 Million	-22,784 Reduced 46.24%	26,491 $2.35 Million
Q2 2023 Jul 31, 2023	BUY	$100.28 - $108.53 $3.5 Million - $3.79 Million	34,893 Added 242.62%	49,275 $5.07 Million
Q1 2023 Apr 11, 2023	SELL	$99.48 - $108.63 $471,336 - $514,688	-4,738 Reduced 24.78%	14,382 $1.53 Million
Q4 2022 Jan 12, 2023	BUY	$92.4 - $109.47 $580,826 - $688,128	6,286 Added 48.98%	19,120 $0
Q3 2022 Nov 03, 2022	SELL	$100.95 - $120.04 $241,472 - $287,135	-2,392 Reduced 15.71%	12,834 $1.32 Million
Q2 2022 Aug 15, 2022	BUY	$108.81 - $132.38 $109,680 - $133,439	1,008 Added 7.09%	15,226 $1.75 Million
Q1 2022 May 09, 2022	BUY	$128.66 - $144.3 $336,574 - $377,488	2,616 Added 22.55%	14,218 $1.88 Million
Q4 2021 Feb 14, 2022	SELL	$141.52 - $154.35 $273,133 - $297,895	-1,930 Reduced 14.26%	11,602 $1.72 Million
Q3 2021 Nov 15, 2021	SELL	$144.09 - $151.79 $414,258 - $436,396	-2,875 Reduced 17.52%	13,532 $1.95 Million
Q2 2021 Aug 12, 2021	BUY	$135.6 - $145.73 $36,340 - $39,055	268 Added 1.66%	16,407 $2.37 Million
Q1 2021 May 13, 2021	BUY	$133.92 - $157.54 $28,391 - $33,398	212 Added 1.33%	16,139 $2.19 Million
Q4 2020 Feb 11, 2021	SELL	$155.16 - $163.36 $3.14 Million - $3.31 Million	-20,260 Reduced 55.99%	15,927 $2.51 Million
Q3 2020 Nov 13, 2020	BUY	$161.12 - $171.57 $993,788 - $1.06 Million	6,168 Added 20.55%	36,187 $5.91 Million
Q2 2020 Aug 05, 2020	BUY	$156.11 - $171.29 $2.25 Million - $2.47 Million	14,407 Added 92.28%	30,019 $4.92 Million
Q1 2020 May 13, 2020	SELL	$136.74 - $171.29 $30,219 - $37,855	-221 Reduced 1.4%	15,612 $2.58 Million
Q4 2019 Feb 11, 2020	BUY	$134.91 - $145.99 $60,304 - $65,257	447 Added 2.91%	15,833 $2.15 Million
Q3 2019 Nov 01, 2019	SELL	$130.07 - $147.8 $315,029 - $357,971	-2,422 Reduced 13.6%	15,386 $2.2 Million
Q2 2019 Aug 15, 2019	BUY	$122.21 - $132.9 $560,577 - $609,612	4,587 Added 34.69%	17,808 $2.37 Million
Q1 2019 May 15, 2019	BUY	$118.66 - $126.56 $215,011 - $229,326	1,812 Added 15.88%	13,221 $1.67 Million
Q4 2018 Feb 15, 2019	SELL	$112.0 - $121.51 $120,512 - $130,744	-1,076 Reduced 8.62%	11,409 $1.39 Million
Q3 2018 Nov 15, 2018	BUY	$116.61 - $122.75 $72,181 - $75,982	619 Added 5.22%	12,485 $1.46 Million
Q2 2018 Aug 15, 2018	SELL	$116.21 - $122.24 $2,789 - $2,933	-24 Reduced 0.2%	11,866 $1.44 Million
Q1 2018 May 11, 2018	BUY	$116.74 - $126.09 $65,024 - $70,232	557 Added 4.91%	11,890 $1.45 Million
Q4 2017 Feb 12, 2018	BUY	$122.43 - $128.35 $1.39 Million - $1.45 Million	11,333	11,333 $1.44 Million

Others Institutions Holding TLT

# of Institutions

1,432

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

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Mutual Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History