Aspire Wealth Management Corp Ishares Barclays 10 20 Yr Trea Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	SELL	$98.33 - $111.05 $112,096 - $126,597	-1,140 Reduced 97.6%	28 $2,000
Q2 2023 Jul 27, 2023	BUY	$108.81 - $116.4 $2,502 - $2,677	23 Added 2.01%	1,168 $129,000
Q1 2023 May 04, 2023	BUY	$106.93 - $116.34 $13,045 - $14,193	122 Added 11.93%	1,145 $131,000
Q4 2022 Feb 06, 2023	SELL	$101.35 - $115.41 $1,824 - $2,077	-18 Reduced 1.73%	1,023 $110,000
Q3 2022 Nov 09, 2022	BUY	$107.15 - $125.14 $11,143 - $13,014	104 Added 11.1%	1,041 $113,000
Q2 2022 Aug 11, 2022	BUY	$114.64 - $134.55 $5,044 - $5,920	44 Added 4.93%	937 $113,000
Q1 2022 May 03, 2022	BUY	$131.9 - $145.68 $66,081 - $72,985	501 Added 127.81%	893 $120,000
Q4 2021 Mar 14, 2022	BUY	$144.34 - $152.13 $56,581 - $59,634	392 New	392 $58,000

Others Institutions Holding TLH

# of Institutions

506

Shares Held

63.3M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$971 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$708 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$383 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$342 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$295 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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