Joule Financial, LLC Ishares Barclays 20+ Year Trea Transaction History

Joule Financial, LLC

$280 Million
Q4 2024

A detailed history of Joule Financial, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Joule Financial, LLC holds 31,060 shares of TLT stock, worth $2.8 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

31,060

Previous 31,601 1.71%

Holding current value

$2.8 Million

Previous $3.1 Million 12.52%

% of portfolio

0.97%

Previous 1.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$87.1 - $98.49 $47,121 - $53,283	-541 Reduced 1.71%	31,060 $2.71 Million
Q3 2024 Oct 17, 2024	BUY	$89.91 - $101.33 $907,371 - $1.02 Million	10,092 Added 46.92%	31,601 $3.1 Million
Q2 2024 Oct 17, 2024	SELL	$87.78 - $94.67 $378,244 - $407,933	-4,309 Reduced 16.69%	21,509 $1.97 Million
Q1 2024 Oct 17, 2024	BUY	$92.18 - $98.72 $2.38 Million - $2.55 Million	25,818 New	25,818 $2.44 Million
Q4 2023 Jan 11, 2024	SELL	$82.77 - $100.51 $27,645 - $33,570	-334 Reduced 2.83%	11,487 $1.14 Million
Q3 2023 Oct 26, 2023	SELL	$88.41 - $102.95 $4.44 Million - $5.17 Million	-50,179 Reduced 80.93%	11,821 $1.05 Million
Q2 2023 Jul 14, 2023	BUY	$100.28 - $108.53 $57,861 - $62,621	577 Added 0.94%	62,000 $6.38 Million
Q1 2023 Apr 13, 2023	BUY	$99.48 - $108.63 $324,503 - $354,351	3,262 Added 5.61%	61,423 $6.53 Million
Q4 2022 Jan 13, 2023	BUY	$92.4 - $109.47 $4.17 Million - $4.94 Million	45,168 Added 347.63%	58,161 $0
Q3 2022 Oct 19, 2022	BUY	$100.95 - $120.04 $443,978 - $527,935	4,398 Added 51.17%	12,993 $1.33 Million
Q2 2022 Jul 19, 2022	BUY	$108.81 - $132.38 $935,221 - $1.14 Million	8,595 New	8,595 $987,000

Others Institutions Holding TLT

# of Institutions

1,432

Shares Held

412M

Call Options Held

175M

Put Options Held

153M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Joule Financial, LLC Ishares Barclays 20+ Year Trea Transaction History