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

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, One Wealth Advisors, LLC holds 74,998 shares of TLT stock, worth $6.7 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
74,998
Previous 59,800 25.41%
Holding current value
$6.7 Million
Previous $5.87 Million 11.64%
% of portfolio
0.99%
Previous 0.92%

Shares

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

Jan 24, 2025
BUY
$87.1 - $98.49 $1.32 Million - $1.5 Million
15,198 Added 25.41%
74,998 $6.55 Million
Q3 2024

Oct 16, 2024
BUY
$89.91 - $101.33 $5.38 Million - $6.06 Million
59,800 New
59,800 $5.87 Million
Q1 2024

Apr 15, 2024
SELL
$92.18 - $98.72 $596,957 - $639,310
-6,476 Reduced 8.29%
71,606 $6.78 Million
Q4 2023

Feb 13, 2024
BUY
$82.77 - $100.51 $377,513 - $458,426
4,561 Added 6.2%
78,082 $7.72 Million
Q3 2023

Nov 01, 2023
BUY
$88.41 - $102.95 $5.18 Million - $6.04 Million
58,633 Added 393.83%
73,521 $6.52 Million
Q2 2023

Aug 14, 2023
BUY
$100.28 - $108.53 $11,732 - $12,698
117 Added 0.79%
14,888 $1.53 Million
Q1 2023

May 15, 2023
BUY
$99.48 - $108.63 $80,479 - $87,881
809 Added 5.79%
14,771 $1.57 Million
Q4 2022

Feb 14, 2023
SELL
$92.4 - $109.47 $502,563 - $595,407
-5,439 Reduced 28.03%
13,962 $1.39 Million
Q3 2022

Nov 14, 2022
BUY
$100.95 - $120.04 $1.32 Million - $1.57 Million
13,117 Added 208.74%
19,401 $1.99 Million
Q2 2022

Aug 15, 2022
SELL
$108.81 - $132.38 $160,929 - $195,790
-1,479 Reduced 19.05%
6,284 $722,000
Q1 2022

May 16, 2022
SELL
$128.66 - $144.3 $150,146 - $168,398
-1,167 Reduced 13.07%
7,763 $1.03 Million
Q4 2021

Feb 14, 2022
BUY
$141.52 - $154.35 $465,176 - $507,348
3,287 Added 58.25%
8,930 $1.32 Million
Q3 2021

Nov 15, 2021
BUY
$144.09 - $151.79 $447,255 - $471,156
3,104 Added 122.25%
5,643 $814,000
Q2 2021

Aug 16, 2021
BUY
$135.6 - $145.73 $105,632 - $113,523
779 Added 44.26%
2,539 $367,000
Q1 2021

May 17, 2021
BUY
$133.92 - $157.54 $58,523 - $68,844
437 Added 33.03%
1,760 $238,000
Q4 2020

Feb 16, 2021
BUY
$155.16 - $163.36 $205,276 - $216,125
1,323 New
1,323 $209,000

Others Institutions Holding TLT

# of Institutions
1,369
Shares Held
467M
Call Options Held
148M
Put Options Held
145M
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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