Shared Vision Wealth Group LLC Ishares Barclays 10 20 Yr Trea Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 34,583 shares of TLH stock, worth $3.55 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

34,583

Previous 8,750 295.23%

Holding current value

$3.55 Million

Previous $871 Million 311.94%

% of portfolio

1.96%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$97.25 - $104.79 $2.51 Million - $2.71 Million	25,833 Added 295.23%	34,583 $3.59 Billion
Q4 2024 Feb 06, 2025	SELL	$99.04 - $109.59 $14,261 - $15,780	-144 Reduced 1.62%	8,750 $871 Million
Q3 2024 Nov 12, 2024	BUY	$100.75 - $111.62 $139,438 - $154,482	1,384 Added 18.43%	8,894 $972 Million
Q2 2024 Jul 23, 2024	BUY	$98.66 - $105.11 $126,778 - $135,066	1,285 Added 20.64%	7,510 $771 Million
Q1 2024 May 06, 2024	SELL	$102.54 - $108.16 $159,962 - $168,729	-1,560 Reduced 20.04%	6,225 $654 Million
Q4 2023 Feb 07, 2024	BUY	$93.11 - $109.52 $724,861 - $852,613	7,785 New	7,785 $843 Million

Others Institutions Holding TLH

# of Institutions

558

Shares Held

77.9M

Call Options Held

50K

Put Options Held

36K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Industry ETFs

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Shared Vision Wealth Group LLC Ishares Barclays 10 20 Yr Trea Transaction History