Wade Financial Advisory, Inc Ishares Barclays 20+ Year Trea Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 7,518 shares of TLT stock, worth $659,779. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,518

Previous 6,654 12.98%

Holding current value

$659,779

Previous $652,000 0.61%

% of portfolio

0.22%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$87.1 - $98.49 $75,254 - $85,095	864 Added 12.98%	7,518 $656,000
Q3 2024 Oct 28, 2024	BUY	$89.91 - $101.33 $33,716 - $37,998	375 Added 5.97%	6,654 $652,000
Q2 2024 Jul 25, 2024	BUY	$87.78 - $94.67 $80,582 - $86,907	918 Added 17.12%	6,279 $576,000
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $56,690 - $60,712	615 Added 12.96%	5,361 $507,000
Q4 2023 Feb 09, 2024	BUY	$82.77 - $100.51 $331 - $402	4 Added 0.08%	4,746 $469,000
Q3 2023 Oct 10, 2023	SELL	$88.41 - $102.95 $20,334 - $23,678	-230 Reduced 4.63%	4,742 $420,000
Q2 2023 Aug 09, 2023	BUY	$100.28 - $108.53 $77,015 - $83,351	768 Added 18.27%	4,972 $511,000
Q1 2023 Apr 07, 2023	BUY	$99.48 - $108.63 $418,213 - $456,680	4,204 New	4,204 $447,000

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

Ticker TLT
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Wade Financial Advisory, Inc Ishares Barclays 20+ Year Trea Transaction History