Amj Financial Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Amj Financial Wealth Management

$358 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	SELL	$92.4 - $109.47 $252,344 - $298,962	-2,731 Reduced 42.83%	3,645 $362,000
Q3 2022 Nov 04, 2022	SELL	$100.95 - $120.04 $201 - $240	-2 Reduced 0.03%	6,376 $653,000
Q2 2022 Dec 08, 2022	BUY	$108.81 - $132.38 $693,990 - $844,319	6,378 New	6,378 $732,000
Q1 2021 May 07, 2021	SELL	$133.92 - $157.54 $774,995 - $911,683	-5,787 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$155.16 - $163.36 $410,708 - $432,413	-2,647 Reduced 31.38%	5,787 $913,000
Q3 2020 Oct 23, 2020	SELL	$161.12 - $171.57 $11,439 - $12,181	-71 Reduced 0.83%	8,434 $1.38 Million
Q2 2020 Aug 05, 2020	SELL	$156.11 - $171.29 $2.7 Million - $2.97 Million	-17,327 Reduced 67.08%	8,505 $1.39 Million
Q1 2020 May 05, 2020	SELL	$136.74 - $171.29 $3.88 Million - $4.86 Million	-28,362 Reduced 52.33%	25,832 $4.26 Million
Q4 2019 Feb 10, 2020	BUY	$134.91 - $145.99 $7.31 Million - $7.91 Million	54,194 New	54,194 $7.34 Million

Others Institutions Holding TLT

# of Institutions

1,375

Shares Held

468M

Call Options Held

142M

Put Options Held

165M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.51 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.12 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.42 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

37.6M
Shares

$3.28 Billion
2.79% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.46 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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