Meridian Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Meridian Wealth Management, LLC

$820 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	SELL	$92.18 - $98.72 $130,895 - $140,182	-1,420 Reduced 12.27%	10,150 $960,000
Q4 2023 Feb 08, 2024	SELL	$82.77 - $100.51 $201,627 - $244,842	-2,436 Reduced 17.39%	11,570 $1.14 Million
Q3 2023 Oct 17, 2023	SELL	$88.41 - $102.95 $714,441 - $831,938	-8,081 Reduced 36.59%	14,006 $1.24 Million
Q2 2023 Aug 02, 2023	BUY	$100.28 - $108.53 $434,011 - $469,717	4,328 Added 24.37%	22,087 $2.27 Million
Q1 2023 May 12, 2023	BUY	$99.48 - $108.63 $270,884 - $295,799	2,723 Added 18.11%	17,759 $1.89 Million
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $885,192 - $1.05 Million	9,580 Added 175.59%	15,036 $1.5 Million
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $550,783 - $654,938	5,456 New	5,456 $559,000
Q2 2022 Aug 05, 2022	SELL	$108.81 - $132.38 $181,277 - $220,545	-1,666 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$128.66 - $144.3 $214,347 - $240,403	1,666 New	1,666 $220,000

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

About ISHARES BARCLAYS 20+ YEAR TREA

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