A detailed history of Rise Advisors, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Rise Advisors, LLC holds 464 shares of TLT stock, worth $39,653. This represents 0.02% of its overall portfolio holdings.

Number of Shares
464
Previous 715 35.1%
Holding current value
$39,653
Previous $70,000 42.86%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 07, 2025

SELL
$87.1 - $98.49 $21,862 - $24,720
-251 Reduced 35.1%
464 $40,000
Q3 2024

Oct 11, 2024

SELL
$89.91 - $101.33 $23,286 - $26,244
-259 Reduced 26.59%
715 $70,000
Q2 2024

Jul 09, 2024

BUY
$87.78 - $94.67 $70,487 - $76,020
803 Added 469.59%
974 $89,000
Q1 2024

Apr 09, 2024

BUY
$92.18 - $98.72 $15,762 - $16,881
171 New
171 $16,000
Q1 2023

Apr 05, 2023

BUY
$99.48 - $108.63 $1,094 - $1,194
11 New
11 $1,000

Others Institutions Holding TLT

About ISHARES BARCLAYS 20+ YEAR TREA


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

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, 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 Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.