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 10,570 shares of TLT stock, worth $928,785. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,570
Previous 6,872 53.81%
Holding current value
$928,785
Previous $630,000 64.44%
% of portfolio
0.03%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
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