Kingsview Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,830 shares of TLH stock, worth $622,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,830

Previous 14,443 59.63%

Holding current value

$622,527

Previous $1.52 Million 60.55%

% of portfolio

0.02%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$98.66 - $105.11 $849,758 - $905,312	-8,613 Reduced 59.63%	5,830 $598,000
Q1 2024 May 09, 2024	BUY	$102.54 - $108.16 $401,239 - $423,230	3,913 Added 37.16%	14,443 $1.52 Million
Q4 2023 Feb 08, 2024	BUY	$93.11 - $109.52 $537,337 - $632,039	5,771 Added 121.26%	10,530 $1.14 Million
Q3 2023 Nov 07, 2023	BUY	$98.33 - $111.05 $18,977 - $21,432	193 Added 4.23%	4,759 $468,000
Q2 2023 Aug 10, 2023	BUY	$108.81 - $116.4 $42,653 - $45,628	392 Added 9.39%	4,566 $505,000
Q1 2023 May 15, 2023	BUY	$106.93 - $116.34 $7,592 - $8,260	71 Added 1.73%	4,174 $478,000
Q4 2022 Feb 13, 2023	BUY	$101.35 - $115.41 $75,303 - $85,749	743 Added 22.11%	4,103 $443,000
Q3 2022 Nov 14, 2022	SELL	$107.15 - $125.14 $37,823 - $44,174	-353 Reduced 9.51%	3,360 $366,000
Q2 2022 Aug 16, 2022	BUY	$114.64 - $134.55 $232,833 - $273,271	2,031 Added 120.75%	3,713 $446,000
Q1 2022 Feb 08, 2024	SELL	$131.9 - $145.68 $898,502 - $992,372	-6,812 Reduced 64.69%	3,718 $500,000
Q4 2021 Feb 17, 2022	BUY	$144.34 - $152.13 $242,779 - $255,882	1,682 New	1,682 $250,000

Others Institutions Holding TLH

# of Institutions

468

Shares Held

65.5M

Call Options Held

27.5K

Put Options Held

18.1K

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About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Kingsview Wealth Management, LLC Ishares Barclays 10 20 Yr Trea Transaction History