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

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,931 shares of SHY stock, worth $409,864. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,931
Previous 4,931 -0.0%
Holding current value
$409,864
Previous $404,000 0.74%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023
BUY
$80.71 - $81.38 $397,981 - $401,284
4,931 New
4,931 $399,000
Q1 2023

May 08, 2023
SELL
$80.51 - $82.52 $49,513 - $50,749
-615 Reduced 11.09%
4,931 $405,000
Q4 2022

Feb 15, 2023
BUY
$80.6 - $81.52 $4,513 - $4,565
56 Added 1.02%
5,546 $450,000
Q3 2022

Dec 12, 2022
BUY
$81.04 - $83.06 $444,909 - $455,999
5,490 New
5,490 $447,000

Others Institutions Holding SHY

# of Institutions
1,319
Shares Held
234M
Call Options Held
32.3K
Put Options Held
9.6K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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