Straight Path Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Straight Path Wealth Management

  • $208 Million
  • Q3 2024

A detailed history of Straight Path Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Straight Path Wealth Management holds 2,250 shares of TLT stock, worth $197,460. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,250
Previous 2,250 -0.0%
Holding current value
$197,460
Previous $206,000 6.8%
% of portfolio
0.11%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$87.78 - $94.67 $16,765 - $18,081
-191 Reduced 7.82%
2,250 $206,000
Q1 2024

Apr 30, 2024
SELL
$92.18 - $98.72 $43,693 - $46,793
-474 Reduced 16.26%
2,441 $230,000
Q4 2023

Jan 23, 2024
SELL
$82.77 - $100.51 $53,800 - $65,331
-650 Reduced 18.23%
2,915 $288,000
Q3 2023

Oct 31, 2023
BUY
$88.41 - $102.95 $8,841 - $10,295
100 Added 2.89%
3,565 $316,000
Q2 2023

Jul 25, 2023
SELL
$100.28 - $108.53 $60,168 - $65,118
-600 Reduced 14.76%
3,465 $356,000
Q1 2023

Apr 26, 2023
BUY
$99.48 - $108.63 $6,366 - $6,952
64 Added 1.6%
4,065 $432,000
Q4 2022

Jan 20, 2023
SELL
$92.4 - $109.47 $1,201 - $1,423
-13 Reduced 0.32%
4,001 $0
Q3 2022

Oct 21, 2022
BUY
$100.95 - $120.04 $65,011 - $77,305
644 Added 19.11%
4,014 $411,000
Q2 2022

Jul 19, 2022
BUY
$108.81 - $132.38 $366,689 - $446,120
3,370 New
3,370 $387,000

Others Institutions Holding TLT

# of Institutions
1,368
Shares Held
466M
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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