Beam Wealth Advisors, Inc. Ishares Barclays 10 20 Yr Trea Transaction History

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,453 shares of TLH stock, worth $1.05 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
10,453
Previous 14,390 27.36%
Holding current value
$1.05 Million
Previous $1.48 Million 22.68%
% of portfolio
0.35%
Previous 0.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$100.75 - $111.62 $396,652 - $439,447
-3,937 Reduced 27.36%
10,453 $1.14 Million
Q2 2024

Aug 07, 2024
SELL
$98.66 - $105.11 $2.49 Million - $2.65 Million
-25,207 Reduced 63.66%
14,390 $1.48 Million
Q1 2024

Apr 30, 2024
SELL
$102.54 - $108.16 $560,278 - $590,986
-5,464 Reduced 12.13%
39,597 $4.16 Million
Q4 2023

Jan 30, 2024
SELL
$93.11 - $109.52 $309,032 - $363,496
-3,319 Reduced 6.86%
45,061 $4.88 Million
Q3 2023

Oct 26, 2023
SELL
$98.33 - $111.05 $1.38 Million - $1.56 Million
-14,004 Reduced 22.45%
48,380 $4.76 Million
Q2 2023

Jul 26, 2023
BUY
$108.81 - $116.4 $4.28 Million - $4.57 Million
39,296 Added 170.2%
62,384 $6.91 Million
Q1 2023

Apr 26, 2023
BUY
$106.93 - $116.34 $30,902 - $33,622
289 Added 1.27%
23,088 $2.64 Million
Q4 2022

Jan 20, 2023
BUY
$101.35 - $115.41 $2.31 Million - $2.63 Million
22,799 New
22,799 $0

Others Institutions Holding TLH

# of Institutions
504
Shares Held
63M
Call Options Held
29.2K
Put Options Held
16.6K
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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