Wr Wealth Planners, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 417 shares of TLH stock, worth $42,767. This represents 0.01% of its overall portfolio holdings.

Number of Shares
417
Previous 3,045 86.31%
Holding current value
$42,767
Previous $332,000 87.65%
% of portfolio
0.01%
Previous 0.1%

Shares

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

Feb 05, 2025
SELL
$99.04 - $109.59 $260,277 - $288,002
-2,628 Reduced 86.31%
417 $41,000
Q3 2024

Oct 17, 2024
BUY
$100.75 - $111.62 $20,553 - $22,770
204 Added 7.18%
3,045 $332,000
Q2 2024

Jul 31, 2024
SELL
$98.66 - $105.11 $3,749 - $3,994
-38 Reduced 1.32%
2,841 $291,000
Q1 2024

Jul 31, 2024
BUY
$102.54 - $108.16 $17,329 - $18,279
169 Added 6.24%
2,879 $302,000
Q4 2023

Jul 30, 2024
BUY
$93.11 - $109.52 $252,328 - $296,799
2,710 New
2,710 $293,000
Q3 2023

Aug 01, 2024
SELL
$98.33 - $111.05 $260,476 - $294,171
-2,649 Reduced 96.36%
100 $9.85 Million
Q2 2023

Aug 01, 2024
SELL
$108.81 - $116.4 $10,010 - $10,708
-92 Reduced 3.24%
2,749 $305 Million
Q1 2023

Aug 01, 2024
SELL
$106.93 - $116.34 $3,100 - $3,373
-29 Reduced 1.02%
2,812 $322 Million
Q4 2022

Oct 10, 2024
BUY
$101.35 - $115.41 $88,883 - $101,214
877 Added 114.49%
1,643 $178 Million
Q3 2022

Oct 10, 2024
SELL
$107.15 - $125.14 $222,336 - $259,665
-2,075 Reduced 73.04%
766 $83.5 Million
Q2 2022

Oct 17, 2024
BUY
$114.64 - $134.55 $25,450 - $29,870
222 Added 50.23%
664 $79.8 Million
Q1 2022

Oct 17, 2024
SELL
$131.9 - $145.68 $343,335 - $379,205
-2,603 Reduced 85.48%
442 $59.5 Million

Others Institutions Holding TLH

# of Institutions
526
Shares Held
68.1M
Call Options Held
50K
Put Options Held
36K
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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