A detailed history of Lake Street Financial LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Lake Street Financial LLC holds 20,597 shares of TLT stock, worth $1.82 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
20,597
Previous 18,262 12.79%
Holding current value
$1.82 Million
Previous $1.68 Million 20.53%
% of portfolio
0.34%
Previous 0.22%

Shares

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

Oct 22, 2024

BUY
$89.91 - $101.33 $209,939 - $236,605
2,335 Added 12.79%
20,597 $2.02 Million
Q2 2024

Jul 12, 2024

BUY
$87.78 - $94.67 $93,924 - $101,296
1,070 Added 6.22%
18,262 $1.68 Million
Q1 2024

Apr 19, 2024

BUY
$92.18 - $98.72 $52,450 - $56,171
569 Added 3.42%
17,192 $1.63 Million
Q4 2023

Jan 10, 2024

SELL
$82.77 - $100.51 $70,271 - $85,332
-849 Reduced 4.86%
16,623 $1.64 Million
Q3 2023

Oct 20, 2023

SELL
$88.41 - $102.95 $778,273 - $906,268
-8,803 Reduced 33.5%
17,472 $1.55 Million
Q2 2023

Jul 18, 2023

BUY
$100.28 - $108.53 $61,070 - $66,094
609 Added 2.37%
26,275 $2.7 Million
Q1 2023

Apr 17, 2023

BUY
$99.48 - $108.63 $1.11 Million - $1.22 Million
11,189 Added 77.29%
25,666 $2.73 Million
Q4 2022

Jan 25, 2023

BUY
$92.4 - $109.47 $1.34 Million - $1.58 Million
14,477 New
14,477 $0

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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

Track Lake Street Financial LLC Portfolio

Follow Lake Street Financial 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 Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.