Wetherby Asset Management Inc Ishares Barclays 20+ Year Trea Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wetherby Asset Management Inc holds 2,299 shares of TLT stock, worth $208,542. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,299
Previous 3,368 31.74%
Holding current value
$208,542
Previous $330,000 39.39%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$87.1 - $98.49 $93,109 - $105,285
-1,069 Reduced 31.74%
2,299 $200,000
Q3 2024

Nov 14, 2024
BUY
$89.91 - $101.33 $50,889 - $57,352
566 Added 20.2%
3,368 $330,000
Q2 2024

Aug 14, 2024
BUY
$87.78 - $94.67 $23,963 - $25,844
273 Added 10.79%
2,802 $257,000
Q1 2024

May 15, 2024
BUY
$92.18 - $98.72 $233,123 - $249,662
2,529 New
2,529 $239,000

Others Institutions Holding TLT

# of Institutions
1,430
Shares Held
412M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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