Riverwater Partners LLC Ishares Barclays 10 20 Yr Trea Transaction History

Riverwater Partners LLC

$177 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$98.66 - $105.11 $549,536 - $585,462	5,570 New	5,570 $572,000

Others Institutions Holding TLH

# of Institutions

526

Shares Held

68.1M

Call Options Held

50K

Put Options Held

36K

Bank Of America Corp Charlotte, NC

9.11M
Shares

$935 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.52M
Shares

$771 Million
14.81% of portfolio
Demars Financial Group, LLC

7.05M
Shares

$723 Million
2.28% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$414 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$343 Million
0.11% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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