Wealth Plan Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$81.05 - $82.41 $3,160 - $3,213	39 Added 6.15%	673 $54.6 Million
Q1 2023 May 10, 2023	SELL	$80.51 - $82.52 $395,465 - $405,338	-4,912 Reduced 88.57%	634 $52.1 Million
Q4 2022 Feb 16, 2023	BUY	$80.6 - $81.52 $447,007 - $452,109	5,546 New	5,546 $450 Million
Q3 2020 Dec 18, 2020	SELL	$86.46 - $86.63 $207,763 - $208,171	-2,403 Closed	0 $0
Q2 2020 Aug 19, 2020	SELL	$86.48 - $86.8 $73,680 - $73,953	-852 Reduced 26.18%	2,403 $208,000
Q1 2020 May 15, 2020	BUY	$84.67 - $86.69 $275,600 - $282,175	3,255 New	3,255 $281,000
Q3 2019 Nov 15, 2019	SELL	$84.4 - $85.1 $252,356 - $254,448	-2,990 Closed	0 $0
Q2 2019 Aug 19, 2019	BUY	$83.84 - $84.81 $250,681 - $253,581	2,990 New	2,990 $254,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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