Plante Moran Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 72 shares of TLT stock, worth $6,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 72 -0.0%

Holding current value

$6,153

Previous $6,000 16.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$82.77 - $100.51 $4,386 - $5,327	53 Added 278.95%	72 $7,000
Q3 2023 Nov 07, 2023	BUY	$88.41 - $102.95 $1,679 - $1,956	19 New	19 $1,000
Q2 2022 Aug 02, 2022	BUY	$108.81 - $132.38 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	SELL	$133.92 - $157.54 $2,678 - $3,150	-20 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$156.11 - $171.29 $202,943 - $222,677	-1,300 Reduced 98.48%	20 $3,000
Q1 2020 May 07, 2020	BUY	$136.74 - $171.29 $180,223 - $225,760	1,318 Added 65900.0%	1,320 $218,000
Q4 2019 Feb 14, 2020	SELL	$134.91 - $145.99 $226,648 - $245,263	-1,680 Reduced 99.88%	2 $0
Q3 2019 Nov 13, 2019	BUY	$130.07 - $147.8 $104,056 - $118,240	800 Added 90.7%	1,682 $240,000
Q2 2019 Aug 13, 2019	BUY	$122.21 - $132.9 $107,789 - $117,217	882 New	882 $117,000

Others Institutions Holding TLT

# of Institutions

1,352

Shares Held

478M

Call Options Held

148M

Put Options Held

145M

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About ISHARES BARCLAYS 20+ YEAR TREA

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Plante Moran Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History