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

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 40,675 shares of SHY stock, worth $3.35 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

40,675

Previous 44,395 8.38%

Holding current value

$3.35 Million

Previous $3.69 Million 9.67%

% of portfolio

0.08%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$81.68 - $82.93 $303,849 - $308,499	-3,720 Reduced 8.38%	40,675 $3.33 Million
Q3 2024 Nov 04, 2024	SELL	$81.31 - $83.29 $1.63 Million - $1.67 Million	-19,992 Reduced 31.05%	44,395 $3.69 Million
Q2 2024 Aug 09, 2024	SELL	$81.05 - $81.66 $789,102 - $795,041	-9,736 Reduced 13.13%	64,387 $5.26 Million
Q1 2024 May 14, 2024	SELL	$81.49 - $82.34 $2.69 Million - $2.72 Million	-33,051 Reduced 30.84%	74,123 $6.06 Million
Q4 2023 Feb 06, 2024	SELL	$80.62 - $82.04 $5.98 Million - $6.09 Million	-74,181 Reduced 40.9%	107,174 $8.79 Million
Q3 2023 Nov 14, 2023	BUY	$80.71 - $81.38 $5.6 Million - $5.64 Million	69,337 Added 61.9%	181,355 $14.7 Million
Q2 2023 Aug 08, 2023	BUY	$81.05 - $82.41 $5.53 Million - $5.63 Million	68,286 Added 156.15%	112,018 $9.08 Million
Q1 2023 May 03, 2023	SELL	$80.51 - $82.52 $26 Million - $26.6 Million	-322,779 Reduced 88.07%	43,732 $3.59 Million
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $6.3 Million - $6.37 Million	78,116 Added 27.09%	366,511 $29.7 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $1.25 Million - $1.28 Million	15,461 Added 5.66%	288,395 $23.4 Million
Q2 2022 Aug 11, 2022	BUY	$81.97 - $83.48 $6.35 Million - $6.47 Million	77,457 Added 39.62%	272,934 $22.6 Million
Q1 2022 Aug 11, 2022	BUY	$83.25 - $85.49 $10.8 Million - $11.1 Million	129,636 Added 196.89%	195,477 $16.3 Million
Q4 2021 Aug 11, 2022	BUY	$85.5 - $86.18 $5.63 Million - $5.67 Million	65,841 New	65,841 $5.63 Million

Others Institutions Holding SHY

# of Institutions

1,283

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