Choate Investment Advisors Ishares Barclays 10 20 Yr Trea Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$114.64 - $134.55 $8,139 - $9,553	-71 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$144.34 - $152.13 $10,248 - $10,801	71 New	71 $11,000

Others Institutions Holding TLH

# of Institutions

505

Shares Held

63.6M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$996 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$726 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$393 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$351 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$302 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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