One Wealth Management Investment & Advisory Services, LLC Ishares Barclays 10 20 Yr Trea Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$98.66 - $105.11 $172,063 - $183,311	-1,744 Reduced 10.47%	14,918 $1.53 Billion
Q1 2024 May 14, 2024	BUY	$102.54 - $108.16 $159,142 - $167,864	1,552 Added 10.27%	16,662 $1.75 Billion
Q4 2023 Jan 25, 2024	BUY	$93.11 - $109.52 $1.41 Million - $1.65 Million	15,110 New	15,110 $1.64 Billion

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

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About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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