Bartlett & Co. Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 303,220 shares of SHY stock, worth $24.9 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
303,220
Previous 251,199 20.71%
Holding current value
$24.9 Million
Previous $20.5 Billion 22.93%
% of portfolio
0.36%
Previous 0.31%

Shares

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

Oct 17, 2024
BUY
$81.31 - $83.29 $4.23 Million - $4.33 Million
52,021 Added 20.71%
303,220 $25.2 Billion
Q2 2024

Jul 12, 2024
BUY
$81.05 - $81.66 $3.16 Million - $3.18 Million
38,983 Added 18.37%
251,199 $20.5 Billion
Q1 2024

May 09, 2024
BUY
$81.49 - $82.34 $5.46 Million - $5.52 Million
67,049 Added 46.19%
212,216 $17.4 Billion
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $11.6 Million - $11.8 Million
143,350 Added 7889.38%
145,167 $11.9 Billion
Q2 2023

Feb 14, 2024
SELL
$81.05 - $82.41 $9,888 - $10,054
-122 Reduced 6.29%
1,817 $147 Million
Q1 2023

Feb 14, 2024
SELL
$80.51 - $82.52 $6,360 - $6,519
-79 Reduced 3.91%
1,939 $159 Million
Q4 2022

Feb 14, 2024
SELL
$80.6 - $81.52 $71,331 - $72,145
-885 Reduced 30.49%
2,018 $164 Million
Q1 2022

Feb 14, 2024
BUY
$83.25 - $85.49 $2,331 - $2,393
28 Added 0.97%
2,903 $242 Million
Q3 2021

Feb 13, 2024
BUY
$86.09 - $86.31 $86,090 - $86,310
1,000 Added 53.33%
2,875 $248 Million
Q2 2021

Feb 13, 2024
BUY
$86.11 - $86.32 $40,471 - $40,570
470 Added 33.45%
1,875 $162 Million
Q4 2020

Feb 13, 2024
BUY
$86.32 - $86.46 $65,171 - $65,277
755 Added 116.15%
1,405 $121 Million
Q1 2020

Feb 13, 2024
BUY
$84.67 - $86.69 $55,035 - $56,348
650 New
650 $56.3 Million

Others Institutions Holding SHY

# of Institutions
1,207
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
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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