4 J Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, 4 J Wealth Management LLC holds 24,744 shares of SHY stock, worth $2.03 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

24,744

Previous 25,388 2.54%

Holding current value

$2.03 Million

Previous $2.11 Million 3.93%

% of portfolio

1.93%

Previous 1.86%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$81.68 - $82.93 $52,601 - $53,406	-644 Reduced 2.54%	24,744 $2.03 Million
Q3 2024 Oct 31, 2024	SELL	$81.31 - $83.29 $2,683 - $2,748	-33 Reduced 0.13%	25,388 $2.11 Million
Q2 2024 Jul 17, 2024	SELL	$81.05 - $81.66 $213,485 - $215,092	-2,634 Reduced 9.39%	25,421 $2.08 Million
Q1 2024 Apr 22, 2024	SELL	$81.49 - $82.34 $30,232 - $30,548	-371 Reduced 1.31%	28,055 $2.29 Million
Q4 2023 Jan 22, 2024	SELL	$80.62 - $82.04 $238,151 - $242,346	-2,954 Reduced 9.41%	28,426 $2.33 Million
Q3 2023 Oct 24, 2023	SELL	$80.71 - $81.38 $518,158 - $522,459	-6,420 Reduced 16.98%	31,380 $2.54 Million
Q2 2023 Jul 14, 2023	BUY	$81.05 - $82.41 $115,253 - $117,187	1,422 Added 3.91%	37,800 $3.06 Million
Q1 2023 Apr 21, 2023	BUY	$80.51 - $82.52 $39,852 - $40,847	495 Added 1.38%	36,378 $2.99 Million
Q4 2022 Jan 17, 2023	SELL	$80.6 - $81.52 $43,121 - $43,613	-535 Reduced 1.47%	35,883 $0
Q3 2022 Oct 27, 2022	SELL	$81.04 - $83.06 $11.4 Million - $11.7 Million	-140,432 Reduced 79.41%	36,418 $2.96 Million
Q3 2022 Oct 20, 2022	BUY	$81.04 - $83.06 $11.1 Million - $11.4 Million	137,049 Added 344.34%	176,850 $14.4 Million
Q2 2022 Aug 01, 2022	BUY	$81.97 - $83.48 $750,271 - $764,092	9,153 Added 29.86%	39,801 $3.3 Million
Q1 2022 Apr 28, 2022	SELL	$83.25 - $85.49 $17,482 - $17,952	-210 Reduced 0.68%	30,648 $2.56 Million
Q4 2021 Jan 20, 2022	BUY	$85.5 - $86.18 $162,108 - $163,397	1,896 Added 6.55%	30,858 $2.64 Million
Q3 2021 Oct 19, 2021	SELL	$86.09 - $86.31 $45,541 - $45,657	-529 Reduced 1.79%	28,962 $2.5 Million
Q2 2021 Jul 13, 2021	SELL	$86.11 - $86.32 $130,887 - $131,206	-1,520 Reduced 4.9%	29,491 $2.54 Million
Q1 2021 Apr 13, 2021	SELL	$86.21 - $86.4 $196,127 - $196,560	-2,275 Reduced 6.83%	31,011 $2.68 Million
Q4 2020 Jan 15, 2021	BUY	$86.32 - $86.46 $2.87 Million - $2.88 Million	33,286 New	33,286 $2.88 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

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4 J Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History