Elmwood Wealth Management, Inc. Ishares Barclays 20+ Year Trea Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	$141.52 - $154.35 $3,538 - $3,858	-25 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$133.92 - $157.54 $3,347 - $3,938	25 New	25 $3,000

Others Institutions Holding TLT

# of Institutions

1,373

Shares Held

467M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.71 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.21 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.5 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.21 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.5 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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