Iams Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$98.66 - $105.11 $591,960 - $630,660	6,000 New	6,000 $616 Million

Others Institutions Holding TLH

# of Institutions

488

Shares Held

65M

Call Options Held

27.5K

Put Options Held

18.1K

Bank Of America Corp Charlotte, NC

11M
Shares

$1.12 Billion
0.1% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$733 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.73M
Shares

$383 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$354 Million
0.12% of portfolio
Truist Financial Corp

3.25M
Shares

$333 Million
0.51% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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