Sequoia Financial Advisors, LLC Ishares Barclays 20+ Year Trea Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$87.78 - $94.67 $62,323 - $67,215	-710 Reduced 27.18%	1,902 $174,000
Q1 2024 Apr 30, 2024	BUY	$92.18 - $98.72 $20,279 - $21,718	220 Added 9.2%	2,612 $247,000
Q4 2023 Jan 25, 2024	BUY	$82.77 - $100.51 $197,985 - $240,419	2,392 New	2,392 $236,000
Q2 2022 Jul 22, 2022	SELL	$108.81 - $132.38 $42,762 - $52,025	-393 Reduced 17.43%	1,862 $214,000
Q1 2022 May 13, 2022	BUY	$128.66 - $144.3 $51,078 - $57,287	397 Added 21.37%	2,255 $298,000
Q4 2021 Feb 11, 2022	BUY	$141.52 - $154.35 $7,359 - $8,026	52 Added 2.88%	1,858 $275,000
Q3 2021 Oct 26, 2021	SELL	$144.09 - $151.79 $70,604 - $74,377	-490 Reduced 21.34%	1,806 $261,000
Q2 2021 Jul 27, 2021	BUY	$135.6 - $145.73 $271 - $291	2 Added 0.09%	2,296 $331,000
Q1 2021 May 14, 2021	SELL	$133.92 - $157.54 $123,206 - $144,936	-920 Reduced 28.62%	2,294 $311,000
Q4 2020 Feb 12, 2021	SELL	$155.16 - $163.36 $6,827 - $7,187	-44 Reduced 1.35%	3,214 $507,000
Q3 2020 Oct 23, 2020	BUY	$161.12 - $171.57 $225,568 - $240,198	1,400 Added 75.35%	3,258 $532,000
Q2 2020 Aug 25, 2020	BUY	$156.11 - $171.29 $290,052 - $318,256	1,858 New	1,858 $305,000
Q2 2020 Aug 11, 2020	SELL	$156.11 - $171.29 $291,301 - $319,627	-1,866 Closed	0 $305,000
Q4 2019 Feb 13, 2020	BUY	$134.91 - $145.99 $8,094 - $8,759	60 Added 3.32%	1,866 $253,000
Q2 2019 Jul 31, 2019	SELL	$122.21 - $132.9 $5,010 - $5,448	-41 Reduced 2.22%	1,806 $240,000
Q1 2019 May 13, 2019	BUY	$118.66 - $126.56 $219,165 - $233,756	1,847 New	1,847 $234,000

Others Institutions Holding TLT

# of Institutions

1,295

Shares Held

402M

Call Options Held

120M

Put Options Held

93.7M

Bank Of America Corp Charlotte, NC

59.8M
Shares

$5.62 Billion
0.49% of portfolio
Morgan Stanley New York, NY

43.5M
Shares

$4.08 Billion
0.31% of portfolio
Rafferty Asset Management, LLC New York, NY

39.9M
Shares

$3.75 Billion
13.68% of portfolio
Northwestern Mutual Wealth Management CO

32.6M
Shares

$3.06 Billion
2.96% of portfolio
Black Rock Inc. New York, NY

16.6M
Shares

$1.56 Billion
0.04% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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