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

Angeles Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 46,939 shares of SHY stock, worth $3.85 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
46,939
Previous 185,356 74.68%
Holding current value
$3.85 Million
Previous $15.1 Million 74.22%
% of portfolio
0.34%
Previous 1.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$81.31 - $83.29 $11.3 Million - $11.5 Million
-138,417 Reduced 74.68%
46,939 $3.9 Million
Q2 2024

Aug 07, 2024
BUY
$81.05 - $81.66 $1.06 Million - $1.07 Million
13,089 Added 7.6%
185,356 $15.1 Million
Q1 2024

May 08, 2024
BUY
$81.49 - $82.34 $1.92 Million - $1.94 Million
23,522 Added 15.81%
172,267 $14.1 Million
Q4 2023

Feb 13, 2024
BUY
$80.62 - $82.04 $179,782 - $182,949
2,230 Added 1.52%
148,745 $12.2 Million
Q3 2023

Oct 27, 2023
SELL
$80.71 - $81.38 $146,488 - $147,704
-1,815 Reduced 1.22%
146,515 $11.9 Million
Q2 2023

Aug 10, 2023
BUY
$81.05 - $82.41 $470,981 - $478,884
5,811 Added 4.08%
148,330 $12 Million
Q1 2023

May 11, 2023
BUY
$80.51 - $82.52 $679,423 - $696,386
8,439 Added 6.29%
142,519 $11.7 Million
Q4 2022

Feb 14, 2023
BUY
$80.6 - $81.52 $4.79 Million - $4.84 Million
59,380 Added 79.49%
134,080 $10.9 Million
Q3 2022

Nov 03, 2022
SELL
$81.04 - $83.06 $586,729 - $601,354
-7,240 Reduced 8.84%
74,700 $6.07 Million
Q2 2022

Aug 04, 2022
BUY
$81.97 - $83.48 $6.72 Million - $6.84 Million
81,940 New
81,940 $6.78 Million

Others Institutions Holding SHY

# of Institutions
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
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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