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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 82,749 shares of SHY stock, worth $6.86 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
82,749
Previous 79,197 4.49%
Holding current value
$6.86 Million
Previous $6.44 Billion 4.96%
% of portfolio
0.49%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$81.05 - $81.66 $287,889 - $290,056
3,552 Added 4.49%
82,749 $6.76 Billion
Q1 2024

May 13, 2024
BUY
$81.49 - $82.34 $5.45 Million - $5.5 Million
66,853 Added 541.58%
79,197 $6.44 Billion
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $995,173 - $1.01 Million
12,344 New
12,344 $1.01 Billion

Others Institutions Holding SHY

# of Institutions
1,186
Shares Held
224M
Call Options Held
311K
Put Options Held
40.1K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email