Blue Chip Partners, Inc. Ishares Barclays 20+ Year Trea Transaction History

Blue Chip Partners, Inc.

$1.15 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	SELL	$100.28 - $108.53 $422,379 - $457,128	-4,212 Reduced 4.3%	93,693 $9.64 Million
Q1 2023 May 01, 2023	SELL	$99.48 - $108.63 $2.43 Million - $2.65 Million	-24,378 Reduced 19.94%	97,905 $10.4 Million
Q4 2022 Feb 01, 2023	SELL	$92.4 - $109.47 $8.34 Million - $9.88 Million	-90,275 Reduced 42.47%	122,283 $12.2 Million
Q3 2022 Oct 27, 2022	BUY	$100.95 - $120.04 $2.67 Million - $3.18 Million	26,487 Added 14.23%	212,558 $21.8 Million
Q2 2022 Aug 01, 2022	BUY	$108.81 - $132.38 $14.9 Million - $18.2 Million	137,118 Added 280.1%	186,071 $21.4 Million
Q1 2022 May 04, 2022	BUY	$128.66 - $144.3 $4.78 Million - $5.37 Million	37,183 Added 315.91%	48,953 $6.47 Million
Q4 2021 Feb 08, 2022	BUY	$141.52 - $154.35 $1.67 Million - $1.82 Million	11,770 New	11,770 $1.74 Million

Others Institutions Holding TLT

# of Institutions

1,352

Shares Held

478M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.54 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.13 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.43 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.15 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.47 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Partners, Inc. with notifications on news.