Wealthcare Advisory Partners LLC Ishares Barclays 20+ Year Trea Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 7,080 shares of TLT stock, worth $619,570. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,080

Previous 10,570 33.02%

Holding current value

$619,570

Previous $1.04 Million 40.35%

% of portfolio

0.02%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$87.1 - $98.49 $303,979 - $343,730	-3,490 Reduced 33.02%	7,080 $618,000
Q3 2024 Nov 04, 2024	BUY	$89.91 - $101.33 $332,487 - $374,718	3,698 Added 53.81%	10,570 $1.04 Million
Q2 2024 Aug 09, 2024	SELL	$87.78 - $94.67 $262,988 - $283,631	-2,996 Reduced 30.36%	6,872 $630,000
Q1 2024 Apr 15, 2024	BUY	$92.18 - $98.72 $134,490 - $144,032	1,459 Added 17.35%	9,868 $933,000
Q4 2023 Feb 06, 2024	BUY	$82.77 - $100.51 $195,254 - $237,103	2,359 Added 38.99%	8,409 $831,000
Q3 2023 Oct 12, 2023	SELL	$88.41 - $102.95 $28,202 - $32,841	-319 Reduced 5.01%	6,050 $536,000
Q2 2023 Jul 17, 2023	SELL	$100.28 - $108.53 $43,220 - $46,776	-431 Reduced 6.34%	6,369 $655,000
Q1 2023 May 04, 2023	SELL	$99.48 - $108.63 $39,294 - $42,908	-395 Reduced 5.49%	6,800 $723,000
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $281,358 - $333,336	3,045 Added 73.37%	7,195 $716,000
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $48,052 - $57,139	476 Added 12.96%	4,150 $425,000
Q2 2022 Aug 15, 2022	BUY	$108.81 - $132.38 $83,348 - $101,403	766 Added 26.34%	3,674 $422,000
Q1 2022 Apr 15, 2022	BUY	$128.66 - $144.3 $374,143 - $419,624	2,908 New	2,908 $384,000
Q4 2021 Feb 11, 2022	SELL	$141.52 - $154.35 $10.5 Million - $11.4 Million	-74,135 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$144.09 - $151.79 $1.15 Million - $1.21 Million	7,971 Added 12.05%	74,135 $10.7 Million
Q2 2021 Aug 16, 2021	BUY	$135.6 - $145.73 $1.62 Million - $1.74 Million	11,936 Added 22.01%	66,164 $9.55 Million
Q1 2021 Apr 30, 2021	BUY	$133.92 - $157.54 $2.64 Million - $3.11 Million	19,733 Added 57.21%	54,228 $7.35 Million
Q4 2020 Feb 12, 2021	BUY	$155.16 - $163.36 $2.98 Million - $3.13 Million	19,178 Added 125.21%	34,495 $5.44 Million
Q3 2020 Oct 29, 2020	BUY	$161.12 - $171.57 $1.46 Million - $1.55 Million	9,057 Added 144.68%	15,317 $2.5 Million
Q2 2020 Jul 29, 2020	BUY	$156.11 - $171.29 $521,719 - $572,451	3,342 Added 114.53%	6,260 $1.03 Million
Q1 2020 Apr 29, 2020	BUY	$136.74 - $171.29 $8,067 - $10,106	59 Added 2.06%	2,918 $481,000
Q3 2019 Oct 17, 2019	BUY	$130.07 - $147.8 $371,870 - $422,560	2,859 New	2,859 $409,000
Q3 2018 Nov 14, 2018	SELL	$116.61 - $122.75 $7,579 - $7,978	-65 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$122.43 - $128.35 $7,957 - $8,342	65	65 $8,000

Others Institutions Holding TLT

# of Institutions

1,355

Shares Held

469M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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Wealthcare Advisory Partners LLC Ishares Barclays 20+ Year Trea Transaction History