Sand Hill Global Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Sand Hill Global Advisors, LLC

$2.37 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$87.78 - $94.67 $5,793 - $6,248	-66 Reduced 0.84%	7,765 $712,000
Q1 2024 May 13, 2024	SELL	$92.18 - $98.72 $3.52 Million - $3.77 Million	-38,187 Reduced 82.98%	7,831 $740,000
Q4 2023 Feb 09, 2024	SELL	$82.77 - $100.51 $25.7 Million - $31.2 Million	-310,237 Reduced 87.08%	46,018 $4.55 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $30.2 Million - $35.1 Million	341,339 Added 2288.41%	356,255 $31.6 Million
Q2 2023 Aug 11, 2023	SELL	$100.28 - $108.53 $132,871 - $143,802	-1,325 Reduced 8.16%	14,916 $1.54 Million
Q1 2023 May 12, 2023	SELL	$99.48 - $108.63 $3.2 Million - $3.49 Million	-32,150 Reduced 66.44%	16,241 $1.73 Million
Q4 2022 Feb 10, 2023	BUY	$92.4 - $109.47 $4.47 Million - $5.3 Million	48,391 New	48,391 $4.82 Million

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

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sand Hill Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sand Hill Global Advisors, LLC with notifications on news.