Ifg Advisory, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Ifg Advisory, LLC

$1.54 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$98.66 - $105.11 $354,682 - $377,870	3,595 New	3,595 $369,000
Q4 2023 Jan 17, 2024	BUY	$93.11 - $109.52 $35,381 - $41,617	380 Added 11.83%	3,591 $388,000
Q3 2023 Nov 13, 2023	BUY	$98.33 - $111.05 $315,737 - $356,581	3,211 New	3,211 $316,000
Q1 2023 Apr 26, 2023	BUY	$106.93 - $116.34 $633,667 - $689,430	5,926 Added 233.4%	8,465 $969,000
Q4 2022 Jan 31, 2023	BUY	$101.35 - $115.41 $25,844 - $29,429	255 Added 11.16%	2,539 $274,000
Q3 2022 Oct 28, 2022	BUY	$107.15 - $125.14 $55,075 - $64,321	514 Added 29.04%	2,284 $248,000
Q2 2022 Aug 04, 2022	BUY	$114.64 - $134.55 $202,912 - $238,153	1,770 New	1,770 $212,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$990 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$722 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$390 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$349 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$301 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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