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

Liberty Wealth Management LLC

$512 Million
Q1 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 10,930 shares of TLH stock, worth $1.13 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

10,930

Previous 9,769 11.88%

Holding current value

$1.13 Million

Previous $1.06 Million 8.61%

% of portfolio

0.22%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$110.96 - $125.14 $112,180 - $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

431

Shares Held

68.1M

Call Options Held

101K

Put Options Held

40.7K

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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