Acima Private Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Acima Private Wealth, LLC

$272 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 28, 2024	SELL	$82.77 - $100.51 $4.04 Million - $4.9 Million	-48,796 Closed	0 $0
Q3 2023 Feb 28, 2024	BUY	$88.41 - $102.95 $803,823 - $936,021	9,092 Added 22.9%	48,796 $4.33 Billion
Q2 2023 Feb 28, 2024	SELL	$100.28 - $108.53 $8,222 - $8,899	-82 Reduced 0.21%	39,704 $4.09 Billion
Q1 2023 Feb 28, 2024	BUY	$99.48 - $108.63 $34,221 - $37,368	344 Added 0.87%	39,786 $4.23 Billion
Q4 2022 Feb 28, 2024	BUY	$92.4 - $109.47 $218,618 - $259,006	2,366 Added 6.38%	39,442 $3.93 Billion
Q3 2022 Feb 28, 2024	BUY	$100.95 - $120.04 $110,439 - $131,323	1,094 Added 3.04%	37,076 $3.8 Billion
Q2 2022 Feb 28, 2024	BUY	$108.81 - $132.38 $3.83 Million - $4.66 Million	35,177 Added 4369.81%	35,982 $4.13 Billion
Q1 2022 May 02, 2022	BUY	$128.66 - $144.3 $103,571 - $116,161	805 New	805 $106,000

Others Institutions Holding TLT

# of Institutions

1,269

Shares Held

401M

Call Options Held

120M

Put Options Held

93.8M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.89 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.28 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.93 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.21 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.64 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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