Taylor Hoffman Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Taylor Hoffman Wealth Management

$243 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$136.74 - $171.29 $11,896 - $14,902	-87 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$134.91 - $145.99 $11,737 - $12,701	87 New	87 $12,000

Others Institutions Holding TLT

# of Institutions

1,352

Shares Held

478M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.58 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.15 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.44 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.16 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.47 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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