A detailed history of Lewis Asset Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Lewis Asset Management, LLC holds 8,351 shares of TLT stock, worth $737,476. This represents 0.6% of its overall portfolio holdings.

Number of Shares
8,351
Previous 5,876 42.12%
Holding current value
$737,476
Previous $539 Million 51.91%
% of portfolio
0.6%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$89.91 - $101.33 $222,527 - $250,791
2,475 Added 42.12%
8,351 $819 Million
Q2 2024

Jul 30, 2024

BUY
$87.78 - $94.67 $22,032 - $23,762
251 Added 4.46%
5,876 $539 Million
Q1 2024

May 01, 2024

BUY
$92.18 - $98.72 $84,713 - $90,723
919 Added 19.53%
5,625 $532 Million
Q4 2023

Jan 23, 2024

BUY
$82.77 - $100.51 $389,515 - $473,000
4,706 New
4,706 $465 Million

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.