American Institute For Advanced Investment Management, LLP Ishares Barclays 20+ Year Trea Transaction History

American Institute For Advanced Investment Management, LLP

$130 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 18, 2021	SELL	$133.92 - $157.54 $1.28 Million - $1.5 Million	-9,539 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$155.16 - $163.36 $1.74 Million - $1.83 Million	-11,210 Reduced 54.03%	9,539 $1.51 Million
Q3 2020 Oct 07, 2020	BUY	$161.12 - $171.57 $90,871 - $96,765	564 Added 2.79%	20,749 $3.39 Million
Q2 2020 Jul 20, 2020	BUY	$156.11 - $171.29 $151,738 - $166,493	972 Added 5.06%	20,185 $3.31 Million
Q1 2020 Apr 22, 2020	BUY	$136.74 - $171.29 $529,867 - $663,748	3,875 Added 25.26%	19,213 $3.17 Million
Q4 2019 Mar 19, 2020	BUY	$134.91 - $145.99 $2.07 Million - $2.24 Million	15,338 New	15,338 $2.08 Million

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.08 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.75 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.06 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.56 Billion
0.04% of portfolio

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