Shared Vision Wealth Group LLC Ishares Barclays 20+ Year Trea Transaction History

Shared Vision Wealth Group LLC

$187 Billion
Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 26,682 shares of TLT stock, worth $2.32 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

26,682

Previous 31,191 14.46%

Holding current value

$2.32 Million

Previous $2.86 Billion 8.57%

% of portfolio

1.4%

Previous 1.67%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $405,404 - $456,896	-4,509 Reduced 14.46%	26,682 $2.62 Billion
Q2 2024 Jul 23, 2024	SELL	$87.78 - $94.67 $71,452 - $77,061	-814 Reduced 2.54%	31,191 $2.86 Billion
Q1 2024 May 06, 2024	SELL	$92.18 - $98.72 $1.24 Million - $1.32 Million	-13,413 Reduced 29.53%	32,005 $3.03 Billion
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $3.76 Million - $4.56 Million	45,418 New	45,418 $4.49 Billion

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

Ticker TLT
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Shared Vision Wealth Group LLC Ishares Barclays 20+ Year Trea Transaction History