Sovereign Financial Group, Inc. Ishares Barclays 20+ Year Trea Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,436 shares of TLT stock, worth $491,414. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,436
Previous 6,605 17.7%
Holding current value
$491,414
Previous $647,000 26.74%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Jan 14, 2025
SELL
$87.1 - $98.49 $101,819 - $115,134
-1,169 Reduced 17.7%
5,436 $474,000
Q3 2024

Oct 08, 2024
BUY
$89.91 - $101.33 $15,644 - $17,631
174 Added 2.71%
6,605 $647,000
Q2 2024

Jul 15, 2024
BUY
$87.78 - $94.67 $125,349 - $135,188
1,428 Added 28.54%
6,431 $590,000
Q1 2024

Apr 15, 2024
SELL
$92.18 - $98.72 $46,827 - $50,149
-508 Reduced 9.22%
5,003 $473,000
Q4 2023

Feb 06, 2024
BUY
$82.77 - $100.51 $55,124 - $66,939
666 Added 13.75%
5,511 $544,000
Q3 2023

Nov 03, 2023
BUY
$88.41 - $102.95 $428,346 - $498,792
4,845 New
4,845 $429,000

Others Institutions Holding TLT

# of Institutions
1,431
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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