Capital Directions Investment Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$141.52 - $154.35 $13,727 - $14,971	-97 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$144.09 - $151.79 $13,976 - $14,723	97 New	97 $14,000

Others Institutions Holding TLT

# of Institutions

1,273

Shares Held

400M

Call Options Held

120M

Put Options Held

93.8M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.72 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.15 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.82 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.12 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.59 Billion
0.04% of portfolio

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Directions Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Account