Beverly Hills Private Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,212 shares of SHY stock, worth $511,993. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,212

Previous 6,337 1.97%

Holding current value

$511,993

Previous $527 Million 3.35%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$81.68 - $82.93 $10,210 - $10,366	-125 Reduced 1.97%	6,212 $509 Million
Q2 2024 Aug 07, 2024	SELL	$81.05 - $81.66 $2,026 - $2,041	-25 Reduced 0.39%	6,337 $517 Million
Q1 2024 May 08, 2024	BUY	$81.49 - $82.34 $518,439 - $523,847	6,362 New	6,362 $520 Million
Q3 2023 Nov 08, 2023	SELL	$80.71 - $81.38 $487,084 - $491,128	-6,035 Reduced 48.85%	6,318 $512 Million
Q2 2023 Aug 09, 2023	BUY	$81.05 - $82.41 $722,966 - $735,097	8,920 Added 259.83%	12,353 $1 Billion
Q1 2023 May 03, 2023	BUY	$80.51 - $82.52 $26,165 - $26,819	325 Added 10.46%	3,433 $282 Million
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $250,504 - $253,364	3,108 New	3,108 $252 Million

Others Institutions Holding SHY

# of Institutions

1,292

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Beverly Hills Private Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History