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

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 21, 2022	SELL	$141.52 - $154.35 $401,209 - $437,582	-2,835 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$144.09 - $151.79 $15,993 - $16,848	-111 Reduced 3.77%	2,835 $409,000
Q2 2021 Jul 21, 2021	SELL	$135.6 - $145.73 $55,189 - $59,312	-407 Reduced 12.14%	2,946 $425,000
Q1 2021 May 04, 2021	SELL	$133.92 - $157.54 $585,364 - $688,607	-4,371 Reduced 56.59%	3,353 $454,000
Q4 2020 Feb 04, 2021	SELL	$155.16 - $163.36 $68,270 - $71,878	-440 Reduced 5.39%	7,724 $1.22 Million
Q3 2020 Nov 10, 2020	BUY	$161.12 - $171.57 $374,442 - $398,728	2,324 Added 39.79%	8,164 $1.33 Million
Q2 2020 Jul 17, 2020	BUY	$156.11 - $171.29 $95,227 - $104,486	610 Added 11.66%	5,840 $957,000
Q1 2020 Apr 16, 2020	BUY	$136.74 - $171.29 $715,150 - $895,846	5,230 New	5,230 $863,000

Others Institutions Holding TLT

# of Institutions

1,353

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

About ISHARES BARCLAYS 20+ YEAR TREA

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