West Wealth Group, LLC Ishares Barclays 10 20 Yr Trea Transaction History

West Wealth Group, LLC

  • $306 Million
  • Q3 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, West Wealth Group, LLC holds 12,609 shares of TLH stock, worth $1.29 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
12,609
Previous 11,064 13.96%
Holding current value
$1.29 Million
Previous $1.14 Million 21.3%
% of portfolio
0.45%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$100.75 - $111.62 $155,658 - $172,452
1,545 Added 13.96%
12,609 $1.38 Million
Q2 2024

Aug 01, 2024
SELL
$98.66 - $105.11 $195,642 - $208,433
-1,983 Reduced 15.2%
11,064 $1.14 Million
Q1 2024

May 08, 2024
BUY
$102.54 - $108.16 $1.34 Million - $1.41 Million
13,047 New
13,047 $1.37 Million
Q2 2023

Jul 26, 2023
BUY
$108.81 - $116.4 $6,419 - $6,867
59 Added 0.38%
15,744 $1.74 Million
Q1 2023

Apr 06, 2023
SELL
$106.93 - $116.34 $506,527 - $551,102
-4,737 Reduced 23.2%
15,685 $1.8 Million
Q4 2022

Jan 23, 2023
BUY
$101.35 - $115.41 $455,568 - $518,767
4,495 Added 28.22%
20,422 $0
Q3 2022

Oct 21, 2022
SELL
$107.15 - $125.14 $120,972 - $141,283
-1,129 Reduced 6.62%
15,927 $1.74 Million
Q2 2022

Jul 27, 2022
SELL
$114.64 - $134.55 $396,425 - $465,273
-3,458 Reduced 16.86%
17,056 $2.05 Million
Q1 2022

May 05, 2022
SELL
$131.9 - $145.68 $309,041 - $341,328
-2,343 Reduced 10.25%
20,514 $2.76 Million
Q4 2021

May 05, 2022
BUY
$144.34 - $152.13 $3.3 Million - $3.48 Million
22,857 New
22,857 $3.39 Million

Others Institutions Holding TLH

# of Institutions
506
Shares Held
63.3M
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 West Wealth Group, LLC Portfolio

Follow West 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 West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email