Forum Financial Management, LP Ishares Barclays 10 20 Yr Trea Transaction History

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

A detailed history of Forum Financial Management, LP transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Forum Financial Management, LP holds 7,653,072 shares of TLH stock, worth $755 Million. This represents 15.03% of its overall portfolio holdings.

Number of Shares
7,653,072
Previous 7,518,329 1.79%
Holding current value
$755 Million
Previous $748 Million 6.1%
% of portfolio
15.03%
Previous 14.81%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$97.25 - $104.79 $13.1 Million - $14.1 Million
134,743 Added 1.79%
7,653,072 $794 Million
Q4 2024

Feb 20, 2025
BUY
$99.04 - $109.59 $14.4 Million - $15.9 Million
145,204 Added 1.97%
7,518,329 $748 Million
Q4 2024

Feb 13, 2025
BUY
$99.04 - $109.59 $23.3 Million - $25.8 Million
235,655 Added 3.3%
7,373,125 $734 Million
Q3 2024

Oct 29, 2024
BUY
$100.75 - $111.62 $21.9 Million - $24.3 Million
217,762 Added 3.15%
7,137,470 $780 Million
Q2 2024

Jul 30, 2024
SELL
$98.66 - $105.11 $18.1 Million - $19.3 Million
-183,800 Reduced 2.59%
6,919,708 $711 Million
Q1 2024

May 09, 2024
BUY
$102.54 - $108.16 $14.6 Million - $15.4 Million
142,063 Added 2.04%
7,103,508 $746 Million
Q4 2023

Feb 07, 2024
BUY
$93.11 - $109.52 $46.9 Million - $55.2 Million
504,209 Added 7.81%
6,961,445 $754 Million
Q3 2023

Nov 03, 2023
BUY
$98.33 - $111.05 $45.8 Million - $51.7 Million
465,570 Added 7.77%
6,457,236 $636 Million
Q2 2023

Jul 26, 2023
BUY
$108.81 - $116.4 $31.5 Million - $33.7 Million
289,769 Added 5.08%
5,991,666 $664 Million
Q1 2023

Apr 19, 2023
BUY
$106.93 - $116.34 $29.5 Million - $32.1 Million
276,288 Added 5.09%
5,701,897 $653 Million
Q4 2022

Jan 24, 2023
BUY
$101.35 - $115.41 $550 Million - $626 Million
5,425,609 New
5,425,609 $0

Others Institutions Holding TLH

# of Institutions
583
Shares Held
89.3M
Call Options Held
74K
Put Options Held
23.7K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

TLH Quotes by TradingView
  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
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