Visionary Wealth Advisors Ishares Barclays 10 20 Yr Trea Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$93.11 - $109.52 $1.05 Million - $1.23 Million	11,252 New	11,252 $1.22 Million
Q1 2022 May 12, 2022	SELL	$131.9 - $145.68 $1.66 Million - $1.83 Million	-12,562 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$144.34 - $152.13 $1.81 Million - $1.91 Million	12,562 New	12,562 $1.86 Million
Q1 2021 May 18, 2021	SELL	$138.9 - $159.13 $175,986 - $201,617	-1,267 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$157.38 - $166.55 $259,991 - $275,140	-1,652 Reduced 56.59%	1,267 $202,000
Q3 2020 Nov 16, 2020	SELL	$164.87 - $172.33 $21,268 - $22,230	-129 Reduced 4.23%	2,919 $486,000
Q2 2020 Aug 14, 2020	BUY	$161.53 - $170.16 $107,255 - $112,986	664 Added 27.85%	3,048 $510,000
Q1 2020 May 15, 2020	SELL	$144.7 - $171.5 $229,204 - $271,656	-1,584 Reduced 39.92%	2,384 $400,000
Q4 2019 Feb 14, 2020	BUY	$143.61 - $151.73 $569,844 - $602,064	3,968 New	3,968 $570,000

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

Ticker TLH
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