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

World Equity Group, Inc.

$277 Billion
Q3 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

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

Bank Of America Corp Charlotte, NC

97.6M
Shares

$8.83 Billion
0.81% of portfolio
Rafferty Asset Management, LLC New York, NY

47.2M
Shares

$4.27 Billion
16.02% of portfolio
Morgan Stanley New York, NY

39.2M
Shares

$3.54 Billion
0.28% of portfolio
Northwestern Mutual Wealth Management CO

36M
Shares

$3.25 Billion
3.15% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

16.8M
Shares

$1.52 Billion
0.29% of portfolio

About ISHARES BARCLAYS 20+ YEAR TREA

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