Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$93.11 - $109.52 $198,324 - $233,277
2,130 New
2,130 $230,000
Q2 2023

Aug 14, 2023

SELL
$108.81 - $116.4 $3 Million - $3.2 Million
-27,530 Reduced 90.92%
2,751 $304,000
Q1 2023

Aug 14, 2023

BUY
$106.93 - $116.34 $50,150 - $54,563
469 Added 17.05%
3,220 $368,000
Q1 2023

May 15, 2023

BUY
$106.93 - $116.34 $2.76 Million - $3.01 Million
25,845 Added 582.62%
30,281 $3.47 Million
Q4 2022

Feb 14, 2023

SELL
$101.35 - $115.41 $99,323 - $113,101
-980 Reduced 18.09%
4,436 $479,000
Q3 2022

Nov 14, 2022

BUY
$107.15 - $125.14 $18,429 - $21,524
172 Added 3.28%
5,416 $590,000
Q2 2022

Aug 11, 2022

SELL
$114.64 - $134.55 $102,373 - $120,153
-893 Reduced 14.55%
5,244 $630,000
Q1 2022

May 16, 2022

BUY
$131.9 - $145.68 $130,976 - $144,660
993 Added 19.3%
6,137 $826,000
Q4 2021

Feb 14, 2022

SELL
$144.34 - $152.13 $11,114 - $11,714
-77 Reduced 1.47%
5,144 $763,000
Q3 2021

Nov 15, 2021

SELL
$146.76 - $153.14 $5,870 - $6,125
-40 Reduced 0.76%
5,221 $768,000
Q2 2021

Aug 13, 2021

SELL
$140.58 - $147.85 $43,158 - $45,389
-307 Reduced 5.51%
5,261 $773,000
Q1 2021

May 14, 2021

SELL
$138.9 - $159.13 $34,863 - $39,941
-251 Reduced 4.31%
5,568 $780,000
Q4 2020

Feb 17, 2021

SELL
$157.38 - $166.55 $15,895 - $16,821
-101 Reduced 1.71%
5,819 $927,000
Q3 2020

Nov 13, 2020

SELL
$164.87 - $172.33 $35,776 - $37,395
-217 Reduced 3.54%
5,920 $986,000
Q2 2020

Aug 13, 2020

SELL
$161.53 - $170.16 $90,133 - $94,949
-558 Reduced 8.33%
6,137 $1.03 Million
Q1 2020

May 15, 2020

SELL
$144.7 - $171.5 $104,039 - $123,308
-719 Reduced 9.7%
6,695 $1.12 Million
Q4 2019

Feb 14, 2020

SELL
$143.61 - $151.73 $69,650 - $73,589
-485 Reduced 6.14%
7,414 $1.07 Million
Q3 2019

Feb 14, 2020

BUY
$141.05 - $152.94 $1.11 Million - $1.21 Million
7,899 New
7,899 $1.18 Million
Q3 2019

Nov 14, 2019

SELL
$141.05 - $152.94 $1.26 Million - $1.36 Million
-8,911 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$134.48 - $143.41 $305,942 - $326,257
-2,275 Reduced 20.34%
8,911 $1.28 Million
Q1 2019

May 14, 2019

SELL
$131.85 - $137.88 $4.23 Million - $4.43 Million
-32,108 Reduced 74.16%
11,186 $1.54 Million
Q4 2018

Feb 14, 2019

SELL
$125.72 - $133.51 $3.33 Million - $3.54 Million
-26,504 Reduced 37.97%
43,294 $5.78 Million
Q3 2018

Nov 14, 2018

SELL
$128.09 - $131.89 $8.03 Million - $8.27 Million
-62,722 Reduced 47.33%
69,798 $8.97 Million
Q2 2018

Aug 14, 2018

BUY
$127.56 - $132.19 $1.55 Million - $1.6 Million
12,140 Added 10.08%
132,520 $17.4 Million
Q1 2018

May 15, 2018

SELL
$128.96 - $135.64 $10.9 Million - $11.5 Million
-84,778 Reduced 41.32%
120,380 $15.9 Million
Q4 2017

Feb 13, 2018

SELL
$134.74 - $137.25 $60.5 Million - $61.7 Million
-449,379 Reduced 68.66%
205,158 $27.9 Million
Q3 2017

Nov 14, 2017

BUY
$136.43 - $137.82 $70.5 Million - $71.2 Million
516,551 Added 374.35%
654,537 $89.3 Million
Q2 2017

Aug 14, 2017

BUY
N/A
137,986
137,986 $18.8 Million

Others Institutions Holding TLH

About ISHARES BARCLAYS 10-20 YR TREA


  • Ticker TLH
  • Sector ETFs
  • Industry ETFs
More about TLH
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.