1900 Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History

1900 Wealth Management LLC

$1.09 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$144.34 - $152.13 $716,792 - $755,477	-4,966 Closed	0 $0
Q3 2021 Nov 01, 2021	BUY	$146.76 - $153.14 $728,810 - $760,493	4,966 New	4,966 $731,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$990 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$722 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$390 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$349 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$301 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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