Ever Source Wealth Advisors, LLC Ishares Barclays 10 20 Yr Trea Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 405 shares of TLH stock, worth $40,787. This represents 0.0% of its overall portfolio holdings.

Number of Shares
405
Previous 471 14.01%
Holding current value
$40,787
Previous $51,000 21.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 07, 2025
SELL
$99.04 - $109.59 $6,536 - $7,232
-66 Reduced 14.01%
405 $40,000
Q3 2024

Nov 08, 2024
SELL
$100.75 - $111.62 $3,828 - $4,241
-38 Reduced 7.47%
471 $51,000
Q2 2024

Aug 13, 2024
SELL
$98.66 - $105.11 $3,650 - $3,889
-37 Reduced 6.78%
509 $52,000
Q1 2024

Jun 11, 2024
BUY
$102.54 - $108.16 $45,322 - $47,806
442 Added 425.0%
546 $57,000
Q4 2023

Feb 09, 2024
BUY
$93.11 - $109.52 $4,655 - $5,476
50 Added 92.59%
104 $11,000
Q3 2023

Nov 03, 2023
SELL
$98.33 - $111.05 $111,997 - $126,485
-1,139 Reduced 95.47%
54 $5,000
Q2 2023

Aug 04, 2023
SELL
$108.81 - $116.4 $37,648 - $40,274
-346 Reduced 22.48%
1,193 $132,000
Q1 2023

May 11, 2023
SELL
$106.93 - $116.34 $11,120 - $12,099
-104 Reduced 6.33%
1,539 $176,000
Q4 2022

Feb 09, 2023
BUY
$101.35 - $115.41 $88,883 - $101,214
877 Added 114.49%
1,643 $177,000
Q3 2022

Nov 07, 2022
SELL
$107.15 - $125.14 $44,038 - $51,432
-411 Reduced 34.92%
766 $83,000
Q2 2022

Aug 01, 2022
BUY
$114.64 - $134.55 $76,808 - $90,148
670 Added 132.15%
1,177 $142,000
Q1 2022

May 25, 2022
BUY
$131.9 - $145.68 $49,462 - $54,630
375 Added 284.09%
507 $67,000
Q4 2021

Feb 07, 2022
BUY
$144.34 - $152.13 $19,052 - $20,081
132 New
132 $20,000

Others Institutions Holding TLH

# of Institutions
536
Shares Held
69.2M
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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