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

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Liberty Wealth Management LLC holds 14,699 shares of TLH stock, worth $1.51 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

14,699

Previous 10,390 41.47%

Holding current value

$1.51 Million

Previous $1.14 Million 28.9%

% of portfolio

0.25%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$99.04 - $109.59 $426,763 - $472,223	4,309 Added 41.47%	14,699 $1.46 Million
Q3 2024 Nov 01, 2024	SELL	$100.75 - $111.62 $7.58 Million - $8.4 Million	-75,279 Reduced 87.87%	10,390 $1.14 Million
Q2 2024 Aug 06, 2024	BUY	$98.66 - $105.11 $7.37 Million - $7.86 Million	74,739 Added 683.8%	85,669 $1.16 Million
Q1 2024 May 02, 2024	BUY	$102.54 - $108.16 $119,048 - $125,573	1,161 Added 11.88%	10,930 $1.15 Million
Q4 2023 Feb 08, 2024	BUY	$93.11 - $109.52 $615,550 - $724,036	6,611 Added 209.34%	9,769 $1.06 Million
Q3 2023 Nov 13, 2023	SELL	$98.33 - $111.05 $2.35 Million - $2.66 Million	-23,945 Reduced 88.35%	3,158 $311,000
Q2 2023 Aug 10, 2023	BUY	$108.81 - $116.4 $143,520 - $153,531	1,319 Added 5.12%	27,103 $3 Million
Q1 2023 May 03, 2023	BUY	$106.93 - $116.34 $1.61 Million - $1.75 Million	15,064 Added 140.52%	25,784 $2.95 Million
Q3 2022 Nov 15, 2022	BUY	$107.15 - $125.14 $108,328 - $126,516	1,011 Added 10.41%	10,720 $1.17 Million
Q2 2022 Aug 15, 2022	BUY	$114.64 - $134.55 $242,234 - $284,304	2,113 Added 27.82%	9,709 $1.17 Million
Q1 2022 May 09, 2022	BUY	$131.9 - $145.68 $607,267 - $670,710	4,604 Added 153.88%	7,596 $1.02 Million
Q4 2021 Feb 15, 2022	BUY	$144.34 - $152.13 $154,299 - $162,626	1,069 Added 55.59%	2,992 $443,000
Q3 2021 Nov 15, 2021	BUY	$146.76 - $153.14 $282,219 - $294,488	1,923 New	1,923 $283,000

Others Institutions Holding TLH

# of Institutions

526

Shares Held

68.1M

Call Options Held

50K

Put Options Held

36K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

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