Shelton Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Shelton Wealth Management, LLC

  • $188 Million
  • Q4 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 6,332 shares of TLT stock, worth $565,257. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,332
Previous 56,337 88.76%
Holding current value
$565,257
Previous $5.53 Million 90.01%
% of portfolio
0.29%
Previous 3.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$87.1 - $98.49 $4.36 Million - $4.92 Million
-50,005 Reduced 88.76%
6,332 $552,000
Q3 2024

Oct 21, 2024
SELL
$89.91 - $101.33 $542,337 - $611,222
-6,032 Reduced 9.67%
56,337 $5.53 Million
Q2 2024

Jul 23, 2024
SELL
$87.78 - $94.67 $29,845 - $32,187
-340 Reduced 0.54%
62,369 $5.72 Million
Q1 2024

May 14, 2024
BUY
$92.18 - $98.72 $3.49 Million - $3.74 Million
37,901 Added 152.78%
62,709 $5.93 Million
Q4 2023

Feb 14, 2024
SELL
$82.77 - $100.51 $5.97 Million - $7.25 Million
-72,145 Reduced 74.41%
24,808 $2.45 Million
Q3 2023

Nov 01, 2023
BUY
$88.41 - $102.95 $739,903 - $861,588
8,369 Added 9.45%
96,953 $8.6 Million
Q2 2023

Aug 01, 2023
BUY
$100.28 - $108.53 $1.38 Million - $1.5 Million
13,811 Added 18.47%
88,584 $9.12 Million
Q1 2023

May 08, 2023
BUY
$99.48 - $108.63 $3.42 Million - $3.74 Million
34,392 Added 85.17%
74,773 $7.95 Million
Q4 2022

Feb 09, 2023
BUY
$92.4 - $109.47 $1.7 Million - $2.01 Million
18,365 Added 83.42%
40,381 $4.02 Million
Q3 2022

Nov 08, 2022
BUY
$100.95 - $120.04 $6,662 - $7,922
66 Added 0.3%
22,016 $2.26 Million
Q2 2022

Jul 28, 2022
BUY
$108.81 - $132.38 $2.39 Million - $2.91 Million
21,950 New
21,950 $2.52 Million

Others Institutions Holding TLT

# of Institutions
1,373
Shares Held
467M
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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