Optimum Investment Advisors Ishares Barclays 20+ Year Trea Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Optimum Investment Advisors holds 16,145 shares of TLT stock, worth $1.43 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
16,145
Previous 15,145 6.6%
Holding current value
$1.43 Million
Previous $1.39 Million 13.88%
% of portfolio
0.7%
Previous 0.63%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$89.91 - $101.33 $89,910 - $101,330
1,000 Added 6.6%
16,145 $1.58 Million
Q2 2024

Jul 12, 2024
SELL
$87.78 - $94.67 $26,334 - $28,401
-300 Reduced 1.94%
15,145 $1.39 Million
Q1 2024

Apr 11, 2024
BUY
$92.18 - $98.72 $27,654 - $29,616
300 Added 1.98%
15,445 $1.46 Million
Q4 2023

Jan 08, 2024
BUY
$82.77 - $100.51 $311,215 - $377,917
3,760 Added 33.03%
15,145 $1.5 Million
Q3 2023

Oct 13, 2023
BUY
$88.41 - $102.95 $27,407 - $31,914
310 Added 2.8%
11,385 $1.01 Million
Q2 2023

Aug 03, 2023
SELL
$100.28 - $108.53 $20,056 - $21,706
-200 Reduced 1.77%
11,075 $1.14 Million
Q1 2023

May 03, 2023
BUY
$99.48 - $108.63 $169,116 - $184,671
1,700 Added 17.75%
11,275 $1.2 Million
Q4 2022

Jan 05, 2023
SELL
$92.4 - $109.47 $11,088 - $13,136
-120 Reduced 1.24%
9,575 $0
Q3 2022

Oct 24, 2022
BUY
$100.95 - $120.04 $27,761 - $33,011
275 Added 2.92%
9,695 $993,000
Q2 2022

Jul 12, 2022
BUY
$108.81 - $132.38 $228,501 - $277,998
2,100 Added 28.69%
9,420 $1.08 Million
Q1 2021

Apr 15, 2021
SELL
$133.92 - $157.54 $20,087 - $23,631
-150 Reduced 2.01%
7,320 $991,000
Q3 2020

Oct 06, 2020
SELL
$161.12 - $171.57 $22,556 - $24,019
-140 Reduced 1.84%
7,470 $1.22 Million
Q2 2020

Jul 16, 2020
SELL
$156.11 - $171.29 $60,882 - $66,803
-390 Reduced 4.88%
7,610 $1.25 Million
Q1 2020

Apr 21, 2020
BUY
$136.74 - $171.29 $54,696 - $68,516
400 Added 5.26%
8,000 $1.32 Million
Q4 2019

Jan 22, 2020
BUY
$134.91 - $145.99 $80,946 - $87,594
600 Added 8.57%
7,600 $1.03 Million
Q3 2019

Oct 17, 2019
BUY
$130.07 - $147.8 $130,070 - $147,800
1,000 Added 16.67%
7,000 $1 Million
Q2 2019

Jul 29, 2019
BUY
$122.21 - $132.9 $122,210 - $132,900
1,000 Added 20.0%
6,000 $797,000
Q1 2018

May 09, 2018
SELL
$116.74 - $126.09 $58,370 - $63,045
-500 Reduced 9.09%
5,000 $610,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,500
5,500 $688,000

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

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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