World Equity Group, Inc. Ishares Barclays 20+ Year Trea Transaction History

World Equity Group, Inc.

$335 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 18, 2024	BUY	$92.18 - $98.72 $303,272 - $324,788	3,290 New	3,290 $311 Million
Q4 2023 Jul 22, 2024	SELL	$82.77 - $100.51 $159,083 - $193,180	-1,922 Reduced 23.95%	6,102 $595 Million
Q3 2023 Jul 22, 2024	BUY	$88.41 - $102.95 $709,401 - $826,070	8,024 New	8,024 $712 Million
Q2 2023 Aug 26, 2024	SELL	$100.28 - $108.53 $1.3 Million - $1.41 Million	-12,984 Reduced 77.47%	3,777 $389 Million
Q1 2023 Aug 26, 2024	BUY	$99.48 - $108.63 $1.67 Million - $1.82 Million	16,761 New	16,761 $956 Million
Q4 2022 Sep 06, 2024	BUY	$92.4 - $109.47 $69,577 - $82,430	753 Added 16.0%	5,458 $543 Million
Q3 2022 Sep 06, 2024	BUY	$100.95 - $120.04 $474,969 - $564,788	4,705 New	4,705 $482 Million
Q2 2022 Sep 06, 2024	BUY	$108.81 - $132.38 $74,534 - $90,680	685 Added 21.43%	3,881 $446 Million
Q1 2022 Sep 06, 2024	BUY	$128.66 - $144.3 $411,197 - $461,182	3,196 New	3,196 $422 Million

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

Ticker TLT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.