Summit Wealth Group, LLC Ishares Barclays 20+ Year Trea Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Summit Wealth Group, LLC holds 8,259 shares of TLT stock, worth $733,977. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,259
Previous 8,328 0.83%
Holding current value
$733,977
Previous $735,000 0.41%
% of portfolio
0.19%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$85.01 - $90.35 $5,865 - $6,234
-69 Reduced 0.83%
8,259 $738,000
Q2 2025

Aug 06, 2025
SELL
$83.97 - $92.85 $2.67 Million - $2.95 Million
-31,764 Reduced 79.23%
8,328 $735,000
Q1 2025

May 02, 2025
SELL
$85.29 - $92.57 $545,941 - $592,540
-6,401 Reduced 13.77%
40,092 $3.65 Million
Q4 2024

Feb 04, 2025
BUY
$87.1 - $98.49 $226,982 - $256,664
2,606 Added 5.94%
46,493 $4.06 Million
Q3 2024

Nov 08, 2024
BUY
$89.91 - $101.33 $406,752 - $458,416
4,524 Added 11.49%
43,887 $4.31 Million
Q2 2024

Jul 31, 2024
BUY
$87.78 - $94.67 $3.46 Million - $3.73 Million
39,363 New
39,363 $3.61 Million
Q2 2023

Jul 26, 2023
SELL
$100.28 - $108.53 $209 Million - $226 Million
-2,080,214 Reduced 99.06%
19,791 $2.04 Million
Q1 2023

May 10, 2023
BUY
$99.48 - $108.63 $209 Million - $228 Million
2,100,005 New
2,100,005 $20,000
Q4 2021

Feb 14, 2022
SELL
$141.52 - $154.35 $201,524 - $219,794
-1,424 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$144.09 - $151.79 $205,184 - $216,148
1,424 New
1,424 $206,000
Q1 2021

May 11, 2021
SELL
$133.92 - $157.54 $1.19 Million - $1.4 Million
-8,914 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$155.16 - $163.36 $1.38 Million - $1.46 Million
8,914 New
8,914 $1.41 Million

Others Institutions Holding TLT

# of Institutions
1,402
Shares Held
432M
Call Options Held
157M
Put Options Held
157M
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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