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

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 55,035 shares of TLT stock, worth $4.82 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

55,035

Previous 43,893 25.38%

Holding current value

$4.82 Million

Previous $4.33 Million 11.1%

% of portfolio

1.56%

Previous 1.51%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$87.1 - $98.49 $970,468 - $1.1 Million	11,142 Added 25.38%	55,035 $4.81 Million
Q3 2024 Nov 07, 2024	BUY	$89.91 - $101.33 $298,051 - $335,908	3,315 Added 8.17%	43,893 $4.33 Million
Q2 2024 Aug 06, 2024	BUY	$87.78 - $94.67 $260,794 - $281,264	2,971 Added 7.9%	40,578 $3.72 Million
Q1 2024 May 02, 2024	BUY	$92.18 - $98.72 $276,632 - $296,258	3,001 Added 8.67%	37,607 $3.56 Million
Q4 2023 Feb 12, 2024	BUY	$82.77 - $100.51 $2.86 Million - $3.48 Million	34,606 New	34,606 $3.42 Million
Q1 2021 May 11, 2021	SELL	$133.92 - $157.54 $985,517 - $1.16 Million	-7,359 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$155.16 - $163.36 $55,702 - $58,646	359 Added 5.13%	7,359 $1.16 Million
Q3 2020 Nov 04, 2020	SELL	$161.12 - $171.57 $33,029 - $35,171	-205 Reduced 2.85%	7,000 $1.14 Million
Q2 2020 Aug 13, 2020	SELL	$156.11 - $171.29 $150,333 - $164,952	-963 Reduced 11.79%	7,205 $1.18 Million
Q1 2020 Apr 28, 2020	BUY	$136.74 - $171.29 $1.12 Million - $1.4 Million	8,168 New	8,168 $1.35 Million

Others Institutions Holding TLT

# of Institutions

1,352

Shares Held

477M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Us Advisors Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History