Wr Wealth Planners, LLC Ishares Barclays 20+ Year Trea Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,685 shares of TLT stock, worth $149,745. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,685
Previous 3,577 52.89%
Holding current value
$149,745
Previous $350,000 58.0%
% of portfolio
0.05%
Previous 0.1%

Shares

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

Feb 05, 2025
SELL
$87.1 - $98.49 $164,793 - $186,343
-1,892 Reduced 52.89%
1,685 $147,000
Q3 2024

Oct 17, 2024
BUY
$89.91 - $101.33 $4,225 - $4,762
47 Added 1.33%
3,577 $350,000
Q2 2024

Jul 31, 2024
SELL
$87.78 - $94.67 $8,778 - $9,467
-100 Reduced 2.75%
3,530 $323,000
Q1 2024

Jul 31, 2024
SELL
$92.18 - $98.72 $129,328 - $138,504
-1,403 Reduced 27.88%
3,630 $343,000
Q4 2023

Jul 30, 2024
BUY
$82.77 - $100.51 $416,581 - $505,866
5,033 New
5,033 $497,000
Q3 2023

Aug 01, 2024
BUY
$88.41 - $102.95 $412,874 - $480,776
4,670 Added 356.22%
5,981 $530 Million
Q2 2023

Aug 01, 2024
SELL
$100.28 - $108.53 $222,521 - $240,828
-2,219 Reduced 62.86%
1,311 $135 Million
Q1 2023

Aug 01, 2024
SELL
$99.48 - $108.63 $222,934 - $243,439
-2,241 Reduced 63.48%
1,289 $137 Million
Q4 2022

Oct 10, 2024
BUY
$92.4 - $109.47 $34,188 - $40,503
370 Added 39.78%
1,300 $129 Million
Q3 2022

Oct 10, 2024
SELL
$100.95 - $120.04 $262,470 - $312,104
-2,600 Reduced 73.65%
930 $95.3 Million
Q2 2022

Oct 17, 2024
SELL
$108.81 - $132.38 $23,938 - $29,123
-220 Reduced 20.6%
848 $97.4 Million
Q1 2022

Oct 17, 2024
SELL
$128.66 - $144.3 $322,807 - $362,048
-2,509 Reduced 70.14%
1,068 $141 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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