Shore Haven Wealth Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 18,935 shares of TLH stock, worth $1.9 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
18,935
Previous 16,175 17.06%
Holding current value
$1.9 Million
Previous $1.77 Million 6.56%
% of portfolio
0.93%
Previous 0.87%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$99.04 - $109.59 $273,350 - $302,468
2,760 Added 17.06%
18,935 $1.88 Million
Q3 2024

Oct 24, 2024
SELL
$100.75 - $111.62 $228,803 - $253,489
-2,271 Reduced 12.31%
16,175 $1.77 Million
Q2 2024

Jul 24, 2024
BUY
$98.66 - $105.11 $410,129 - $436,942
4,157 Added 29.09%
18,446 $1.89 Million
Q1 2024

May 02, 2024
SELL
$102.54 - $108.16 $42,656 - $44,994
-416 Reduced 2.83%
14,289 $1.5 Million
Q4 2023

Feb 06, 2024
BUY
$93.11 - $109.52 $431,564 - $507,625
4,635 Added 46.03%
14,705 $1.59 Million
Q3 2023

Oct 24, 2023
SELL
$98.33 - $111.05 $5,211 - $5,885
-53 Reduced 0.52%
10,070 $991,000
Q2 2023

Jul 19, 2023
SELL
$108.81 - $116.4 $108,701 - $116,283
-999 Reduced 8.98%
10,123 $1.12 Million
Q1 2023

Apr 14, 2023
SELL
$106.93 - $116.34 $437,985 - $476,528
-4,096 Reduced 26.92%
11,122 $1.27 Million
Q4 2022

Jan 24, 2023
BUY
$101.35 - $115.41 $1.54 Million - $1.76 Million
15,218 New
15,218 $0
Q2 2022

Aug 01, 2022
BUY
$114.64 - $134.55 $1.74 Million - $2.04 Million
15,187 New
15,187 $1.82 Million

Others Institutions Holding TLH

# of Institutions
508
Shares Held
62.6M
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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