Stephens Inc Ishares Barclays 10 20 Yr Trea Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$98.66 - $105.11 $12,924 - $13,769	131 Added 5.91%	2,347 $241,000
Q1 2024 May 15, 2024	BUY	$102.54 - $108.16 $227,228 - $239,682	2,216 New	2,216 $232,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

63M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$990 Million
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$722 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$390 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$349 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$301 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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