One Wealth Management Investment & Advisory Services, LLC Ishares Barclays 20+ Year 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	BUY	$87.78 - $94.67 $21,857 - $23,572	249 Added 1.6%	15,821 $1.45 Billion
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $71,439 - $76,508	775 Added 5.24%	15,572 $1.47 Billion
Q4 2023 Jan 25, 2024	BUY	$82.77 - $100.51 $1.22 Million - $1.49 Million	14,797 New	14,797 $1.46 Billion

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

$8.83 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.27 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.54 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.25 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.52 Billion
0.29% of portfolio

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About ISHARES BARCLAYS 20+ YEAR TREA

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