Congress Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Congress Wealth Management LLC holds 2,700 shares of TLH stock, worth $275,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,899 6.86%
Holding current value
$275,454
Previous $297,000 0.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$100.75 - $111.62 $20,049 - $22,212
-199 Reduced 6.86%
2,700 $295,000
Q2 2024

Aug 13, 2024
BUY
$98.66 - $105.11 $286,015 - $304,713
2,899 New
2,899 $297,000
Q3 2023

Oct 30, 2023
BUY
$98.33 - $111.05 $1.2 Million - $1.35 Million
12,162 Added 1.14%
1,083,154 $107 Million
Q2 2023

Jul 13, 2023
BUY
$108.81 - $116.4 $695,731 - $744,261
6,394 Added 0.6%
1,070,992 $119 Million
Q1 2023

Apr 14, 2023
BUY
$106.93 - $116.34 $17.1 Million - $18.6 Million
159,770 Added 17.66%
1,064,598 $122 Million
Q4 2022

Feb 02, 2023
BUY
$101.35 - $115.41 $91.7 Million - $104 Million
904,828 New
904,828 $97.9 Million

Others Institutions Holding TLH

# of Institutions
506
Shares Held
63.3M
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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