Wetherby Asset Management Inc Ishares Barclays 10 20 Yr Trea Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$108.81 - $116.4 $278,553 - $297,984	2,560 New	2,560 $283,000

Others Institutions Holding TLH

# of Institutions

584

Shares Held

89.5M

Call Options Held

74K

Put Options Held

23.7K

Envestnet Asset Management Inc

14.3M
Shares

$1.43 Billion
0.5% of portfolio
Bank Of America Corp Charlotte, NC

9.65M
Shares

$962 Million
0.08% of portfolio
Forum Financial Management, LP Lombard, IL

7.65M
Shares

$763 Million
15.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$535 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.29M
Shares

$328 Million
0.08% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

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