Congress Wealth Management LLC Ishares Barclays 20+ Year Trea Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$87.78 - $94.67 $20,716 - $22,342
-236 Reduced 8.98%
2,391 $219,000
Q1 2024

Apr 18, 2024
SELL
$92.18 - $98.72 $58,718 - $62,884
-637 Reduced 19.52%
2,627 $248,000
Q4 2023

Feb 09, 2024
BUY
$82.77 - $100.51 $270,161 - $328,064
3,264 New
3,264 $322,000
Q2 2023

Jul 13, 2023
SELL
$100.28 - $108.53 $145,807 - $157,802
-1,454 Reduced 41.58%
2,043 $210,000
Q1 2023

Apr 14, 2023
SELL
$99.48 - $108.63 $100,275 - $109,499
-1,008 Reduced 22.38%
3,497 $371,000
Q4 2022

Feb 02, 2023
SELL
$92.4 - $109.47 $38.1 Million - $45.1 Million
-411,842 Reduced 98.92%
4,505 $448,000
Q3 2022

Nov 08, 2022
BUY
$100.95 - $120.04 $2.99 Million - $3.55 Million
29,607 Added 7.66%
416,347 $42.7 Million
Q2 2022

Aug 11, 2022
SELL
$108.81 - $132.38 $7.12 Million - $8.67 Million
-65,473 Reduced 14.48%
386,740 $44.4 Million
Q1 2022

May 16, 2022
SELL
$128.66 - $144.3 $880,420 - $987,444
-6,843 Reduced 1.49%
452,213 $59.7 Million
Q4 2021

Feb 04, 2022
BUY
$141.52 - $154.35 $65 Million - $70.9 Million
459,056 New
459,056 $68 Million

Others Institutions Holding TLT

# of Institutions
1,353
Shares Held
479M
Call Options Held
148M
Put Options Held
145M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

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