Westshore Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Westshore Wealth, LLC

  • $285 Million
  • Q3 2025

A detailed history of Westshore Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Westshore Wealth, LLC holds 7,346 shares of TLT stock, worth $652,839. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,346
Previous 15,869 53.71%
Holding current value
$652,839
Previous $1.4 Million 53.14%
% of portfolio
0.23%
Previous 0.55%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
$85.01 - $90.35 $724,540 - $770,053
-8,523 Reduced 53.71%
7,346 $656,000
Q2 2025

Jul 09, 2025
SELL
$83.97 - $92.85 $241,497 - $267,036
-2,876 Reduced 15.34%
15,869 $1.4 Million
Q1 2025

May 15, 2025
SELL
$85.29 - $92.57 $137,658 - $149,407
-1,614 Reduced 7.93%
18,745 $1.71 Million
Q4 2024

May 28, 2025
BUY
$87.1 - $98.49 $128,820 - $145,666
1,479 Added 7.89%
20,224 $1.77 Million
Q3 2024

Nov 12, 2024
SELL
$89.91 - $101.33 $240,599 - $271,159
-2,676 Reduced 11.62%
20,359 $2 Million
Q2 2024

Oct 31, 2024
SELL
$87.78 - $94.67 $599,800 - $646,880
-6,833 Reduced 22.88%
23,035 $2.11 Million
Q1 2024

Oct 31, 2024
SELL
$92.18 - $98.72 $156,982 - $168,120
-1,703 Reduced 5.39%
29,868 $2.83 Million
Q4 2023

Feb 15, 2024
BUY
$82.77 - $100.51 $642,543 - $780,259
7,763 Added 32.61%
31,571 $3.12 Million
Q3 2023

Feb 15, 2024
SELL
$88.41 - $102.95 $550,440 - $640,966
-6,226 Reduced 20.73%
23,808 $2.11 Million
Q2 2023

Sep 05, 2023
BUY
$100.28 - $108.53 $1.46 Million - $1.58 Million
14,587 Added 94.43%
30,034 $3.09 Million
Q1 2023

May 12, 2023
SELL
$99.48 - $108.63 $649,206 - $708,919
-6,526 Reduced 29.7%
15,447 $1.64 Million
Q4 2022

Feb 14, 2023
BUY
$92.4 - $109.47 $2.03 Million - $2.41 Million
21,973 New
21,973 $2.19 Million

Others Institutions Holding TLT

# of Institutions
1,402
Shares Held
432M
Call Options Held
157M
Put Options Held
157M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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