Aj Wealth Strategies, LLC Ishares Barclays 1 3 Year Trea Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 5,329 shares of SHY stock, worth $439,056. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,329

Previous 4,624 15.25%

Holding current value

$439,056

Previous $379,000 13.98%

% of portfolio

0.02%

Previous 0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$81.05 - $82.41 $57,140 - $58,099	705 Added 15.25%	5,329 $432,000
Q1 2023 Apr 28, 2023	SELL	$80.51 - $82.52 $2,173 - $2,228	-27 Reduced 0.58%	4,624 $379,000
Q4 2022 Jan 25, 2023	BUY	$80.6 - $81.52 $374,870 - $379,149	4,651 New	4,651 $378,000

Others Institutions Holding SHY

# of Institutions

1,289

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Aj Wealth Strategies, LLC Ishares Barclays 1 3 Year Trea Transaction History