Balanced Rock Investment Advisor Ishares Barclays 20+ Year Trea Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 2,348 shares of TLT stock, worth $204,956. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,348
Previous 2,778
15.48%
Holding current value
$204,956
Previous $243 Million
11.9%
% of portfolio
0.17%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding TLT
# of Institutions
1,386Shares Held
449MCall Options Held
179MPut Options Held
131M-
Bank Of America Corp Charlotte, NC92.8MShares$8.1 Billion0.7% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.9MShares$3.66 Billion16.61% of portfolio
-
Northwestern Mutual Wealth Management CO38MShares$3.32 Billion2.85% of portfolio
-
Citigroup Inc24.5MShares$2.14 Billion1.1% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA21.2MShares$1.85 Billion0.34% of portfolio