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

Angeles Wealth Management, LLC

$1.2 Billion
Q1 2025

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 66,293 shares of SHY stock, worth $5.51 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

66,293

Previous 57,160 15.98%

Holding current value

$5.51 Million

Previous $4.69 Million 17.05%

% of portfolio

0.46%

Previous 0.39%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$81.83 - $82.73 $747,353 - $755,573	9,133 Added 15.98%	66,293 $5.48 Million
Q4 2024 Jan 28, 2025	BUY	$81.68 - $82.93 $834,851 - $847,627	10,221 Added 21.78%	57,160 $4.69 Million
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

1,319

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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