Independent Solutions Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 110,325 shares of SHY stock, worth $9.06 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

110,325

Previous 111,531 1.08%

Holding current value

$9.06 Million

Previous $9.11 Billion 0.74%

% of portfolio

2.07%

Previous 2.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$81.31 - $83.29 $98,059 - $100,447	-1,206 Reduced 1.08%	110,325 $9.17 Billion
Q2 2024 Dec 19, 2024	BUY	$81.05 - $81.66 $30,555 - $30,785	377 Added 0.34%	111,531 $9.11 Billion
Q1 2024 Dec 19, 2024	BUY	$81.49 - $82.34 $929,719 - $939,417	11,409 Added 11.44%	111,154 $9.09 Billion
Q4 2023 Dec 19, 2024	SELL	$80.62 - $82.04 $864,327 - $879,550	-10,721 Reduced 9.71%	99,745 $8.18 Billion
Q3 2023 Dec 19, 2024	SELL	$80.71 - $81.38 $391,362 - $394,611	-4,849 Reduced 4.21%	110,466 $8.94 Billion
Q2 2023 Dec 19, 2024	BUY	$81.05 - $82.41 $29,015 - $29,502	358 Added 0.31%	115,315 $9.35 Billion
Q1 2023 Dec 19, 2024	BUY	$80.51 - $82.52 $522,107 - $535,142	6,485 Added 5.98%	114,957 $9.44 Billion
Q4 2022 Dec 19, 2024	SELL	$80.6 - $81.52 $163,779 - $165,648	-2,032 Reduced 1.84%	108,472 $8.8 Billion
Q3 2022 Dec 19, 2024	SELL	$81.04 - $83.06 $261,516 - $268,034	-3,227 Reduced 2.84%	110,504 $8.97 Billion
Q2 2022 Dec 19, 2024	SELL	$81.97 - $83.48 $884,128 - $900,415	-10,786 Reduced 8.66%	113,731 $9.42 Billion
Q1 2022 Dec 19, 2024	SELL	$83.25 - $85.49 $168,747 - $173,288	-2,027 Reduced 1.6%	124,517 $10.4 Billion
Q4 2021 Dec 19, 2024	SELL	$85.5 - $86.18 $825,331 - $831,895	-9,653 Reduced 7.09%	126,544 $10.8 Billion
Q3 2021 Dec 19, 2024	SELL	$86.09 - $86.31 $723,069 - $724,917	-8,399 Reduced 5.81%	136,197 $11.7 Billion
Q2 2021 Dec 19, 2024	SELL	$86.11 - $86.32 $152,673 - $153,045	-1,773 Reduced 1.21%	144,596 $12.5 Billion
Q1 2021 Dec 19, 2024	BUY	$86.21 - $86.4 $2.87 Million - $2.88 Million	33,295 Added 29.45%	146,369 $12.6 Billion
Q4 2020 Dec 19, 2024	BUY	$86.32 - $86.46 $1.47 Million - $1.47 Million	17,000 Added 17.69%	113,074 $9.77 Billion
Q3 2020 Dec 19, 2024	BUY	$86.46 - $86.63 $1.67 Million - $1.68 Million	19,363 Added 25.24%	96,074 $8.31 Billion
Q2 2020 Dec 19, 2024	BUY	$86.48 - $86.8 $1.05 Million - $1.06 Million	12,158 Added 18.83%	76,711 $6.64 Billion
Q1 2020 Dec 19, 2024	SELL	$84.67 - $86.69 $3,640 - $3,727	-43 Reduced 0.07%	64,553 $5.59 Billion
Q4 2019 Dec 13, 2024	BUY	$84.51 - $85.05 $5.46 Million - $5.49 Million	64,596 New	64,596 $5.47 Billion

Others Institutions Holding SHY

# of Institutions

1,217

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Independent Solutions Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History