Wr Wealth Planners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 432 shares of SHY stock, worth $35,527. This represents 0.01% of its overall portfolio holdings.

Number of Shares

432

Previous 737 41.38%

Holding current value

$35,527

Previous $61,000 42.62%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$81.68 - $82.93 $24,912 - $25,293	-305 Reduced 41.38%	432 $35,000
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $243 - $244	-3 Reduced 0.41%	737 $60,000
Q1 2024 Jul 31, 2024	BUY	$81.49 - $82.34 $60,302 - $60,931	740 New	740 $60,000
Q3 2023 Aug 01, 2024	BUY	$80.71 - $81.38 $30,427 - $30,680	377 Added 53.7%	1,079 $87.4 Million
Q2 2023 Aug 01, 2024	SELL	$81.05 - $82.41 $2,836 - $2,884	-35 Reduced 4.75%	702 $56.9 Million
Q1 2023 Aug 01, 2024	SELL	$80.51 - $82.52 $24,716 - $25,333	-307 Reduced 41.66%	430 $35.3 Million
Q3 2022 Oct 10, 2024	SELL	$81.04 - $83.06 $59,240 - $60,716	-731 Reduced 99.19%	6 $487,000
Q2 2022 Oct 17, 2024	SELL	$81.97 - $83.48 $9,918 - $10,101	-121 Reduced 95.28%	6 $497,000
Q1 2022 Oct 17, 2024	SELL	$83.25 - $85.49 $50,782 - $52,148	-610 Reduced 82.77%	127 $10.6 Million

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Wr Wealth Planners, LLC Ishares Barclays 1 3 Year Trea Transaction History