Vertex Planning Partners, LLC Ishares Barclays 20+ Year Trea Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 4,590 shares of TLT stock, worth $412,457. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,590

Previous 4,573 0.37%

Holding current value

$412,457

Previous $449 Million 10.65%

% of portfolio

0.09%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$87.1 - $98.49 $1,480 - $1,674	17 Added 0.37%	4,590 $401 Million
Q3 2024 Nov 07, 2024	SELL	$89.91 - $101.33 $114,365 - $128,891	-1,272 Reduced 21.76%	4,573 $449 Million
Q2 2024 Aug 13, 2024	BUY	$87.78 - $94.67 $2,545 - $2,745	29 Added 0.5%	5,845 $536 Million
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $49,869 - $53,407	541 Added 10.26%	5,816 $550 Million
Q4 2023 Feb 14, 2024	BUY	$82.77 - $100.51 $77,389 - $93,976	935 Added 21.54%	5,275 $522 Million
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $383,699 - $446,803	4,340 New	4,340 $385 Million

Others Institutions Holding TLT

# of Institutions

1,432

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Vertex Planning Partners, LLC Ishares Barclays 20+ Year Trea Transaction History