Sharkey, Howes & Javer Ishares Barclays 20+ Year Trea Transaction History

Sharkey, Howes & Javer

$676 Million
Q4 2024

A detailed history of Sharkey, Howes & Javer transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Sharkey, Howes & Javer holds 83,819 shares of TLT stock, worth $7.51 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

83,819

Previous 89,973 6.84%

Holding current value

$7.51 Million

Previous $8.83 Million 17.07%

% of portfolio

1.08%

Previous 1.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$87.1 - $98.49 $536,013 - $606,107	-6,154 Reduced 6.84%	83,819 $7.32 Million
Q3 2024 Oct 21, 2024	SELL	$89.91 - $101.33 $1.32 Million - $1.49 Million	-14,680 Reduced 14.03%	89,973 $8.83 Million
Q2 2024 Jul 17, 2024	SELL	$87.78 - $94.67 $1.13 Million - $1.22 Million	-12,866 Reduced 10.95%	104,653 $9.61 Million
Q1 2024 Apr 18, 2024	SELL	$92.18 - $98.72 $169,058 - $181,052	-1,834 Reduced 1.54%	117,519 $11.1 Million
Q4 2023 Jan 19, 2024	BUY	$82.77 - $100.51 $2.92 Million - $3.55 Million	35,326 Added 42.04%	119,353 $11.8 Million
Q3 2023 Oct 31, 2023	BUY	$88.41 - $102.95 $7.43 Million - $8.65 Million	84,027 New	84,027 $7.45 Million
Q1 2021 Apr 21, 2021	SELL	$133.92 - $157.54 $1.09 Million - $1.28 Million	-8,122 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$155.16 - $163.36 $141,816 - $149,311	914 Added 12.68%	8,122 $1.28 Million
Q3 2020 Oct 21, 2020	BUY	$161.12 - $171.57 $111,172 - $118,383	690 Added 10.59%	7,208 $1.18 Million
Q2 2020 Jul 22, 2020	SELL	$156.11 - $171.29 $1.13 Million - $1.24 Million	-7,219 Reduced 52.55%	6,518 $1.07 Million
Q1 2020 Apr 24, 2020	BUY	$136.74 - $171.29 $286,607 - $359,023	2,096 Added 18.01%	13,737 $2.27 Million
Q4 2019 Jan 28, 2020	SELL	$134.91 - $145.99 $89,580 - $96,937	-664 Reduced 5.4%	11,641 $1.58 Million
Q3 2019 Nov 01, 2019	BUY	$130.07 - $147.8 $1.6 Million - $1.82 Million	12,305 New	12,305 $1.76 Million

Others Institutions Holding TLT

# of Institutions

1,422

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Sharkey, Howes & Javer Ishares Barclays 20+ Year Trea Transaction History