Beverly Hills Private Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Beverly Hills Private Wealth, LLC

  • $433 Billion
  • Q1 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,362 shares of SHY stock, worth $521,238. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,362
Holding current value
$521,238
% of portfolio
0.12%

Shares

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

May 08, 2024
BUY
$81.49 - $82.34 $518,439 - $523,847
6,362 New
6,362 $520 Million
Q3 2023

Nov 08, 2023
SELL
$80.71 - $81.38 $487,084 - $491,128
-6,035 Reduced 48.85%
6,318 $512 Million
Q2 2023

Aug 09, 2023
BUY
$81.05 - $82.41 $722,966 - $735,097
8,920 Added 259.83%
12,353 $1 Billion
Q1 2023

May 03, 2023
BUY
$80.51 - $82.52 $26,165 - $26,819
325 Added 10.46%
3,433 $282 Million
Q4 2022

Feb 13, 2023
BUY
$80.6 - $81.52 $250,504 - $253,364
3,108 New
3,108 $252 Million

Others Institutions Holding SHY

# of Institutions
1,180
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email