Congress Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,044 shares of TLH stock, worth $303,273. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,044

Previous 2,700 12.74%

Holding current value

$303,273

Previous $295,000 2.37%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$99.04 - $109.59 $34,069 - $37,698	344 Added 12.74%	3,044 $302,000
Q3 2024 Nov 12, 2024	SELL	$100.75 - $111.62 $20,049 - $22,212	-199 Reduced 6.86%	2,700 $295,000
Q2 2024 Aug 13, 2024	BUY	$98.66 - $105.11 $286,015 - $304,713	2,899 New	2,899 $297,000
Q3 2023 Oct 30, 2023	BUY	$98.33 - $111.05 $1.2 Million - $1.35 Million	12,162 Added 1.14%	1,083,154 $107 Million
Q2 2023 Jul 13, 2023	BUY	$108.81 - $116.4 $695,731 - $744,261	6,394 Added 0.6%	1,070,992 $119 Million
Q1 2023 Apr 14, 2023	BUY	$106.93 - $116.34 $17.1 Million - $18.6 Million	159,770 Added 17.66%	1,064,598 $122 Million
Q4 2022 Feb 02, 2023	BUY	$101.35 - $115.41 $91.7 Million - $104 Million	904,828 New	904,828 $97.9 Million

Others Institutions Holding TLH

# of Institutions

537

Shares Held

64.4M

Call Options Held

50K

Put Options Held

36K

View Full List

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
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Congress Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History