Aegis Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Aegis Wealth Management LLC holds 14,766 shares of SHY stock, worth $1.22 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
14,766
Previous 4,994 195.67%
Holding current value
$1.22 Million
Previous $409 Million 198.38%
% of portfolio
0.72%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$81.83 - $82.73 $799,642 - $808,437
9,772 Added 195.67%
14,766 $1.22 Billion
Q4 2024

Mar 07, 2025
BUY
$81.68 - $82.93 $407,909 - $414,152
4,994 New
4,994 $409 Million

Others Institutions Holding SHY

# of Institutions
1,320
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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