Peterson Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Peterson Wealth Management

  • $161 Million
  • Q2 2024

A detailed history of Peterson Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Peterson Wealth Management holds 35,758 shares of TLT stock, worth $3.25 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
35,758
Previous 34,747 2.91%
Holding current value
$3.25 Million
Previous $3.29 Million 0.18%
% of portfolio
2.03%
Previous 2.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$87.78 - $94.67 $88,745 - $95,711
1,011 Added 2.91%
35,758 $3.28 Million
Q1 2024

May 15, 2024
SELL
$92.18 - $98.72 $74,481 - $79,765
-808 Reduced 2.27%
34,747 $3.29 Million
Q4 2023

Feb 22, 2024
SELL
$82.77 - $100.51 $157,842 - $191,672
-1,907 Reduced 5.09%
35,555 $3.52 Million
Q3 2023

Nov 14, 2023
BUY
$88.41 - $102.95 $73,999 - $86,169
837 Added 2.29%
37,462 $3.32 Million
Q2 2023

Aug 17, 2023
BUY
$100.28 - $108.53 $3.67 Million - $3.97 Million
36,625 New
36,625 $3.77 Million

Others Institutions Holding TLT

# of Institutions
1,316
Shares Held
403M
Call Options Held
120M
Put Options Held
93.8M
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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