Trinity Point Wealth, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 6,791 shares of TLH stock, worth $697,367. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,791
Previous 7,448 8.82%
Holding current value
$697,367
Previous $814,000 17.08%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Feb 14, 2025
SELL
$99.04 - $109.59 $65,069 - $72,000
-657 Reduced 8.82%
6,791 $675,000
Q3 2024

Nov 07, 2024
SELL
$100.75 - $111.62 $396,652 - $439,447
-3,937 Reduced 34.58%
7,448 $814,000
Q2 2024

Jul 30, 2024
BUY
$98.66 - $105.11 $25,454 - $27,118
258 Added 2.32%
11,385 $1.17 Million
Q1 2024

May 08, 2024
SELL
$102.54 - $108.16 $53,013 - $55,918
-517 Reduced 4.44%
11,127 $1.17 Million
Q4 2023

Feb 08, 2024
SELL
$93.11 - $109.52 $410,708 - $483,092
-4,411 Reduced 27.47%
11,644 $1.26 Million
Q3 2023

Nov 08, 2023
SELL
$98.33 - $111.05 $423,703 - $478,514
-4,309 Reduced 21.16%
16,055 $1.58 Million
Q2 2023

Aug 07, 2023
BUY
$108.81 - $116.4 $214,029 - $228,958
1,967 Added 10.69%
20,364 $2.26 Million
Q1 2023

May 04, 2023
BUY
$106.93 - $116.34 $1.15 Million - $1.25 Million
10,747 Added 140.48%
18,397 $2.11 Million
Q4 2022

Feb 07, 2023
SELL
$101.35 - $115.41 $101,856 - $115,987
-1,005 Reduced 11.61%
7,650 $827,000
Q3 2022

Nov 09, 2022
BUY
$107.15 - $125.14 $927,383 - $1.08 Million
8,655 New
8,655 $943,000

Others Institutions Holding TLH

# of Institutions
647
Shares Held
113M
Call Options Held
74.5K
Put Options Held
31.7K
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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