Archetype Wealth Partners Ishares Barclays 1 3 Year Trea Transaction History

Archetype Wealth Partners

$686 Million
Q4 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Archetype Wealth Partners holds 3,527 shares of SHY stock, worth $290,060. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,527

Previous 4,027 12.42%

Holding current value

$290,060

Previous $335,000 13.73%

% of portfolio

0.04%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$81.68 - $82.93 $40,840 - $41,465	-500 Reduced 12.42%	3,527 $289,000
Q4 2023 Feb 14, 2024	SELL	$80.62 - $82.04 $1.04 Million - $1.06 Million	-12,869 Reduced 76.17%	4,027 $330,000
Q1 2023 May 10, 2023	SELL	$80.51 - $82.52 $403,274 - $413,342	-5,009 Reduced 22.87%	16,896 $1.39 Million
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $154,510 - $156,273	-1,917 Reduced 8.05%	21,905 $1.78 Million
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $371,730 - $380,996	-4,587 Reduced 16.15%	23,822 $1.94 Million
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $541,985 - $551,969	-6,612 Reduced 18.88%	28,409 $2.35 Million
Q1 2022 May 12, 2022	BUY	$83.25 - $85.49 $451,631 - $463,783	5,425 Added 18.33%	35,021 $2.92 Million
Q4 2021 Feb 14, 2022	SELL	$85.5 - $86.18 $865,260 - $872,141	-10,120 Reduced 25.48%	29,596 $2.53 Million
Q3 2021 Nov 12, 2021	BUY	$86.09 - $86.31 $851,946 - $854,123	9,896 Added 33.19%	39,716 $3.42 Million
Q2 2021 Aug 13, 2021	SELL	$86.11 - $86.32 $308,446 - $309,198	-3,582 Reduced 10.72%	29,820 $2.57 Million
Q1 2021 Apr 30, 2021	SELL	$86.21 - $86.4 $227,077 - $227,577	-2,634 Reduced 7.31%	33,402 $2.88 Million
Q4 2020 Feb 12, 2021	SELL	$86.32 - $86.46 $546,060 - $546,945	-6,326 Reduced 14.93%	36,036 $3.11 Million
Q3 2020 Oct 15, 2020	BUY	$86.46 - $86.63 $1.27 Million - $1.28 Million	14,743 Added 53.38%	42,362 $3.67 Million
Q2 2020 Aug 13, 2020	BUY	$86.48 - $86.8 $989,071 - $992,731	11,437 Added 70.68%	27,619 $2.39 Million
Q1 2020 May 15, 2020	BUY	$84.67 - $86.69 $244,526 - $250,360	2,888 Added 21.72%	16,182 $1.4 Million
Q4 2018 Feb 28, 2019	BUY	$82.85 - $83.62 $1.1 Million - $1.11 Million	13,294 New	13,294 $1.11 Million

Others Institutions Holding SHY

# of Institutions

1,282

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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Archetype Wealth Partners Ishares Barclays 1 3 Year Trea Transaction History