West Paces Advisors Inc. Ishares Barclays 10 20 Yr Trea Transaction History

West Paces Advisors Inc.

$410 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	SELL	$102.54 - $108.16 $217,897 - $229,840	-2,125 Reduced 80.04%	530 $55.7 Million
Q4 2023 Jan 30, 2024	BUY	$93.11 - $109.52 $247,207 - $290,775	2,655 New	2,655 $287 Million
Q3 2022 Dec 18, 2023	SELL	$107.15 - $125.14 $7,071 - $8,259	-66 Closed	0 $0
Q1 2022 Dec 18, 2023	BUY	$131.9 - $145.68 $8,705 - $9,614	66 New	66 $8.88 Million
Q1 2021 Dec 19, 2023	SELL	$138.9 - $159.13 $72,922 - $83,543	-525 Reduced 88.83%	66 $9.25 Million
Q4 2020 Dec 19, 2023	BUY	$157.38 - $166.55 $82,624 - $87,438	525 Added 795.45%	591 $94.1 Million
Q2 2020 Dec 19, 2023	BUY	$161.53 - $170.16 $10,660 - $11,230	66 New	66 $11 Million
Q3 2018 Dec 20, 2023	BUY	$128.09 - $131.89 $8,453 - $8,704	66 New	66 $8.49 Million
Q4 2017 Dec 21, 2023	BUY	$134.74 - $137.25 $2,829 - $2,882	21 Added 46.67%	66 $8.98 Million
Q4 2016 Dec 21, 2023	BUY	N/A	45	45 $5.98 Million

Others Institutions Holding TLH

# of Institutions

526

Shares Held

69M

Call Options Held

50K

Put Options Held

11.1K

Bank Of America Corp Charlotte, NC

9.11M
Shares

$924 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.37M
Shares

$748 Million
14.78% of portfolio
Demars Financial Group, LLC

7.05M
Shares

$714 Million
2.28% of portfolio
Wells Fargo & Company San Francisco, CA

4.04M
Shares

$410 Million
0.09% of portfolio
Envestnet Asset Management Inc

3.35M
Shares

$339 Million
0.11% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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