Icon Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 40,758 shares of TLH stock, worth $4.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
40,758
Previous 42,613 4.35%
Holding current value
$4.2 Million
Previous $4.66 Million 12.9%
% of portfolio
0.34%
Previous 0.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$99.04 - $109.59 $183,719 - $203,289
-1,855 Reduced 4.35%
40,758 $4.06 Million
Q3 2024

Nov 14, 2024
BUY
$100.75 - $111.62 $3.66 Million - $4.05 Million
36,287 Added 573.62%
42,613 $4.66 Million
Q3 2024

Nov 12, 2024
SELL
$100.75 - $111.62 $3.67 Million - $4.07 Million
-36,423 Reduced 85.2%
6,326 $691,000
Q2 2024

Aug 14, 2024
SELL
$98.66 - $105.11 $140,195 - $149,361
-1,421 Reduced 3.22%
42,749 $4.39 Million
Q1 2024

May 15, 2024
SELL
$102.54 - $108.16 $144,683 - $152,613
-1,411 Reduced 3.1%
44,170 $4.64 Million
Q4 2023

Feb 14, 2024
BUY
$93.11 - $109.52 $603,166 - $709,470
6,478 Added 16.57%
45,581 $4.93 Million
Q4 2022

Feb 14, 2023
BUY
$101.35 - $115.41 $1.03 Million - $1.17 Million
10,120 Added 34.92%
39,103 $4.23 Million
Q3 2022

Jan 25, 2023
BUY
$107.15 - $125.14 $3.11 Million - $3.63 Million
28,983 New
28,983 $3.16 Million

Others Institutions Holding TLH

# of Institutions
527
Shares Held
68.1M
Call Options Held
50K
Put Options Held
36K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

TLH Quotes by TradingView
  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
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