Lowe Wealth Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 05, 2023	SELL	$99.48 - $108.63 $2,487 - $2,715	-25 Reduced 25.0%	75 $7,000
Q4 2022 Jan 17, 2023	BUY	$92.4 - $109.47 $9,240 - $10,947	100 New	100 $0

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$9.01 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.36 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.62 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.32 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.55 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
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