Wealthsource Partners, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	SELL	$98.33 - $111.05 $11.2 Million - $12.6 Million	-113,631 Reduced 93.04%	8,506 $837,000
Q2 2023 Aug 14, 2023	SELL	$108.81 - $116.4 $378,223 - $404,606	-3,476 Reduced 2.77%	122,137 $13.5 Million
Q1 2023 May 15, 2023	SELL	$106.93 - $116.34 $4.67 Million - $5.08 Million	-43,667 Reduced 25.8%	125,613 $14.4 Million
Q4 2022 Feb 09, 2023	BUY	$101.35 - $115.41 $7.47 Million - $8.51 Million	73,716 Added 77.14%	169,280 $18.3 Million
Q3 2022 Nov 14, 2022	BUY	$107.15 - $125.14 $1.79 Million - $2.1 Million	16,748 Added 21.25%	95,564 $10.4 Million
Q2 2022 Aug 10, 2022	BUY	$114.64 - $134.55 $3.41 Million - $4 Million	29,761 Added 60.67%	78,816 $9.47 Million
Q1 2022 May 09, 2022	BUY	$131.9 - $145.68 $6.47 Million - $7.15 Million	49,055 New	49,055 $6.6 Million
Q4 2019 Feb 12, 2020	SELL	$143.61 - $151.73 $417,617 - $441,230	-2,908 Closed	0 $0
Q3 2019 Nov 15, 2019	BUY	$141.05 - $152.94 $410,173 - $444,749	2,908 New	2,908 $435,000

Others Institutions Holding TLH

# of Institutions

468

Shares Held

65.5M

Call Options Held

27.5K

Put Options Held

18.1K

About ISHARES BARCLAYS 10-20 YR TREA

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