Lee Financial CO Ishares Barclays 20+ Year Trea Transaction History

Lee Financial CO

$611 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$82.77 - $100.51 $41,798 - $50,757	505 New	505 $49,000
Q3 2022 Nov 01, 2022	SELL	$100.95 - $120.04 $291,341 - $346,435	-2,886 Reduced 44.41%	3,612 $370,000
Q2 2022 Aug 10, 2022	SELL	$108.81 - $132.38 $4.61 Million - $5.61 Million	-42,372 Reduced 86.7%	6,498 $746,000
Q1 2022 May 11, 2022	SELL	$128.66 - $144.3 $1 Million - $1.13 Million	-7,800 Reduced 13.76%	48,870 $6.46 Million
Q4 2021 Feb 08, 2022	SELL	$141.52 - $154.35 $859,167 - $937,058	-6,071 Reduced 9.68%	56,670 $8.4 Million
Q3 2021 Nov 12, 2021	SELL	$144.09 - $151.79 $9,365 - $9,866	-65 Reduced 0.1%	62,741 $9.05 Million
Q2 2021 Aug 04, 2021	BUY	$135.6 - $145.73 $1.06 Million - $1.14 Million	7,803 Added 14.19%	62,806 $9.07 Million
Q1 2021 May 13, 2021	BUY	$133.92 - $157.54 $1.28 Million - $1.5 Million	9,527 Added 20.95%	55,003 $7.45 Million
Q4 2020 Feb 12, 2021	BUY	$155.16 - $163.36 $51,357 - $54,072	331 Added 0.73%	45,476 $7.17 Million
Q3 2020 Nov 03, 2020	BUY	$161.12 - $171.57 $2.24 Million - $2.38 Million	13,885 Added 44.42%	45,145 $7.37 Million
Q2 2020 Aug 11, 2020	BUY	$156.11 - $171.29 $4.87 Million - $5.34 Million	31,185 Added 41580.0%	31,260 $5.12 Million
Q4 2019 Feb 14, 2020	BUY	$134.91 - $145.99 $10,118 - $10,949	75 New	75 $10,000

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.08 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.75 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.06 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.56 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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