Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Barclays 20+ Year Trea Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$88.41 - $102.95 $22,809 - $26,561	-258 Reduced 93.14%	19 $1,000
Q2 2023 Aug 01, 2023	BUY	$100.28 - $108.53 $27,777 - $30,062	277 New	277 $28,000
Q2 2018 Aug 07, 2018	SELL	$116.21 - $122.24 $22,428 - $23,592	-193 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$116.74 - $126.09 $22,530 - $24,335	193 New	193 $24,000

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.08 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.75 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.06 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.56 Billion
0.04% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

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