A detailed history of Aries Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Aries Wealth Management holds 12,133 shares of SHY stock, worth $990,659. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,133
Previous 8,263 46.84%
Holding current value
$990,659
Previous $677,000 46.53%
% of portfolio
0.32%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$81.49 - $82.34 $315,366 - $318,655
3,870 Added 46.84%
12,133 $992,000
Q4 2023

Jan 10, 2024

SELL
$80.62 - $82.04 $4,434 - $4,512
-55 Reduced 0.66%
8,263 $677,000
Q3 2023

Oct 19, 2023

SELL
$80.71 - $81.38 $20,177 - $20,345
-250 Reduced 2.92%
8,318 $673,000
Q2 2023

Jul 13, 2023

BUY
$81.05 - $82.41 $68,892 - $70,048
850 Added 11.01%
8,568 $694,000
Q1 2023

Apr 11, 2023

BUY
$80.51 - $82.52 $31,398 - $32,182
390 Added 5.32%
7,718 $634,000
Q2 2022

Jul 27, 2022

BUY
$81.97 - $83.48 $600,676 - $611,741
7,328 New
7,328 $607,000
Q1 2022

Apr 25, 2022

SELL
$83.25 - $85.49 $610,056 - $626,470
-7,328 Closed
0 $0
Q4 2021

Jun 06, 2022

SELL
$85.5 - $86.18 $3.76 Million - $3.79 Million
-43,968 Reduced 85.71%
7,328 $627,000
Q4 2021

Jan 18, 2022

BUY
$85.5 - $86.18 $3.76 Million - $3.79 Million
43,968 Added 600.0%
51,296 $4.39 Million
Q2 2021

Jul 14, 2021

BUY
$86.11 - $86.32 $631,014 - $632,552
7,328 New
7,328 $631,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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