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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,323 shares of TLH stock, worth $231,603. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,323

Previous 405 473.58%

Holding current value

$231,603

Previous $40,000 502.5%

% of portfolio

0.01%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$97.25 - $104.79 $186,525 - $200,987	1,918 Added 473.58%	2,323 $241,000
Q4 2024 Feb 07, 2025	SELL	$99.04 - $109.59 $6,536 - $7,232	-66 Reduced 14.01%	405 $40,000
Q3 2024 Nov 08, 2024	SELL	$100.75 - $111.62 $3,828 - $4,241	-38 Reduced 7.47%	471 $51,000
Q2 2024 Aug 13, 2024	SELL	$98.66 - $105.11 $3,650 - $3,889	-37 Reduced 6.78%	509 $52,000
Q1 2024 Jun 11, 2024	BUY	$102.54 - $108.16 $45,322 - $47,806	442 Added 425.0%	546 $57,000
Q4 2023 Feb 09, 2024	BUY	$93.11 - $109.52 $4,655 - $5,476	50 Added 92.59%	104 $11,000
Q3 2023 Nov 03, 2023	SELL	$98.33 - $111.05 $111,997 - $126,485	-1,139 Reduced 95.47%	54 $5,000
Q2 2023 Aug 04, 2023	SELL	$108.81 - $116.4 $37,648 - $40,274	-346 Reduced 22.48%	1,193 $132,000
Q1 2023 May 11, 2023	SELL	$106.93 - $116.34 $11,120 - $12,099	-104 Reduced 6.33%	1,539 $176,000
Q4 2022 Feb 09, 2023	BUY	$101.35 - $115.41 $88,883 - $101,214	877 Added 114.49%	1,643 $177,000
Q3 2022 Nov 07, 2022	SELL	$107.15 - $125.14 $44,038 - $51,432	-411 Reduced 34.92%	766 $83,000
Q2 2022 Aug 01, 2022	BUY	$114.64 - $134.55 $76,808 - $90,148	670 Added 132.15%	1,177 $142,000
Q1 2022 May 25, 2022	BUY	$131.9 - $145.68 $49,462 - $54,630	375 Added 284.09%	507 $67,000
Q4 2021 Feb 07, 2022	BUY	$144.34 - $152.13 $19,052 - $20,081	132 New	132 $20,000

Others Institutions Holding TLH

# of Institutions

584

Shares Held

89.5M

Call Options Held

74K

Put Options Held

23.7K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Ever Source Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History