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

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

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 8,894 shares of TLH stock, worth $883,974. This represents 0.52% of its overall portfolio holdings.

Number of Shares
8,894
Previous 7,510 18.43%
Holding current value
$883,974
Previous $771 Million 26.07%
% of portfolio
0.52%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
505
Shares Held
63.1M
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
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email