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

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,803 shares of TLH stock, worth $814,711. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,803
Previous 8,012 2.61%
Holding current value
$814,711
Previous $822,000 3.77%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$100.75 - $111.62 $21,056 - $23,328
-209 Reduced 2.61%
7,803 $853,000
Q2 2024

Aug 13, 2024
BUY
$98.66 - $105.11 $475,541 - $506,630
4,820 Added 151.0%
8,012 $822,000
Q1 2024

May 15, 2024
BUY
$102.54 - $108.16 $12,817 - $13,520
125 Added 4.08%
3,192 $335,000
Q4 2023

Feb 06, 2024
SELL
$93.11 - $109.52 $95,158 - $111,929
-1,022 Reduced 24.99%
3,067 $332,000
Q3 2023

Nov 13, 2023
SELL
$98.33 - $111.05 $395,089 - $446,198
-4,018 Reduced 49.56%
4,089 $402,000
Q2 2023

Aug 11, 2023
SELL
$108.81 - $116.4 $85,415 - $91,374
-785 Reduced 8.83%
8,107 $898,000
Q1 2023

May 11, 2023
BUY
$106.93 - $116.34 $14,756 - $16,054
138 Added 1.58%
8,892 $1.02 Million
Q4 2022

Feb 14, 2023
BUY
$101.35 - $115.41 $657,153 - $748,318
6,484 Added 285.64%
8,754 $947,000
Q3 2022

Nov 14, 2022
SELL
$107.15 - $125.14 $327,343 - $382,302
-3,055 Reduced 57.37%
2,270 $247,000
Q2 2022

Aug 12, 2022
BUY
$114.64 - $134.55 $610,458 - $716,478
5,325 New
5,325 $639,000
Q1 2022

May 16, 2022
SELL
$131.9 - $145.68 $204,708 - $226,095
-1,552 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$144.34 - $152.13 $224,015 - $236,105
1,552 New
1,552 $230,000

Others Institutions Holding TLH

# of Institutions
508
Shares Held
62.9M
Call Options Held
29.2K
Put Options Held
16.6K
View Full List

About ISHARES BARCLAYS 10-20 YR TREA

TLH Quotes by TradingView
  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
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