Sharkey, Howes & Javer Ishares Barclays 10 20 Yr Trea Transaction History

Sharkey, Howes & Javer

$665 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 14, 2023	BUY	$108.81 - $116.4 $368,757 - $394,479	3,389 Added 9.73%	38,227 $4.23 Million
Q1 2023 Apr 18, 2023	SELL	$106.93 - $116.34 $762,731 - $829,853	-7,133 Reduced 17.0%	34,838 $3.99 Million
Q4 2022 Jan 30, 2023	BUY	$101.35 - $115.41 $249,827 - $284,485	2,465 Added 6.24%	41,971 $4.54 Million
Q3 2022 Nov 02, 2022	BUY	$107.15 - $125.14 $356,380 - $416,215	3,326 Added 9.19%	39,506 $4.3 Million
Q2 2022 Jul 27, 2022	BUY	$114.64 - $134.55 $604,611 - $709,616	5,274 Added 17.06%	36,180 $4.35 Million
Q1 2022 Apr 25, 2022	BUY	$131.9 - $145.68 $3.77 Million - $4.17 Million	28,599 Added 1239.66%	30,906 $4.16 Million
Q4 2021 Feb 03, 2022	BUY	$144.34 - $152.13 $40,559 - $42,748	281 Added 13.87%	2,307 $342,000
Q3 2021 Oct 29, 2021	BUY	$146.76 - $153.14 $297,335 - $310,261	2,026 New	2,026 $298,000

Others Institutions Holding TLH

# of Institutions

506

Shares Held

63.3M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$1 Billion
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$730 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$395 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$353 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$304 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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