Sym Financial Corp Ishares Barclays 20+ Year Trea Transaction History

Sym Financial Corp

$626 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$92.4 - $109.47 $7,484 - $8,867	-81 Reduced 3.63%	2,152 $0
Q2 2022 Jul 19, 2022	BUY	$108.81 - $132.38 $33,731 - $41,037	310 Added 16.12%	2,233 $257,000
Q1 2022 Apr 22, 2022	BUY	$128.66 - $144.3 $93,149 - $104,473	724 Added 60.38%	1,923 $254,000
Q2 2021 Jul 20, 2021	BUY	$135.6 - $145.73 $162,584 - $174,730	1,199 New	1,199 $173,000
Q4 2020 Jan 26, 2021	SELL	$155.16 - $163.36 $1,706 - $1,796	-11 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$161.12 - $171.57 $1,772 - $1,887	11 New	11 $2,000
Q1 2020 Apr 28, 2020	SELL	$136.74 - $171.29 $9,571 - $11,990	-70 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$134.91 - $145.99 $9,443 - $10,219	70 New	70 $9,000

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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