Hcr Wealth Advisors Proshares Trust Short 20+ Trea Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$16.44 - $18.21 $6.44 Million - $7.13 Million	-391,725 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$15.45 - $16.97 $197,713 - $217,165	-12,797 Reduced 3.16%	391,725 $6.26 Million
Q3 2021 Nov 02, 2021	SELL	$15.89 - $16.86 $19,290 - $20,468	-1,214 Reduced 0.3%	404,522 $6.75 Million
Q2 2021 Jul 21, 2021	BUY	$16.75 - $18.03 $122,894 - $132,286	7,337 Added 1.84%	405,736 $6.85 Million
Q1 2021 May 13, 2021	BUY	$15.76 - $18.36 $6.28 Million - $7.31 Million	398,399 New	398,399 $7.22 Million
Q4 2018 Jan 31, 2019	SELL	N/A	-249,461 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	N/A	-50 Reduced 0.02%	249,461 $6 Million
Q2 2018 Aug 14, 2018	BUY	N/A	18,901 Added 8.2%	249,511 $5.65 Million
Q1 2018 May 15, 2018	BUY	N/A	34,750 Added 17.74%	230,610 $5.24 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-5,275 Reduced 2.62%	195,860 $4.28 Million
Q2 2017 Aug 16, 2017	BUY	N/A	201,135	201,135 $4.52 Million

Others Institutions Holding TBF

# of Institutions

51

Shares Held

1.45M

Call Options Held

40.1K

Put Options Held

13.3K

Cibc World Market Inc. Toronto, A6

207K
Shares

$4.92 Million
0.01% of portfolio
Jefferies Group LLC New York, NY

184K
Shares

$4.36 Million
0.0% of portfolio
Robinson Value Management, Ltd. San Antonio, TX

163K
Shares

$3.86 Million
2.71% of portfolio
Advisors Preferred, LLC Rockville, MD

158K
Shares

$3.76 Million
0.65% of portfolio
Lpl Financial LLC Fort Mill, SC

145K
Shares

$3.46 Million
0.0% of portfolio

About PROSHARES TRUST SHORT 20+ TREA

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