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

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 133,200 shares of SHY stock, worth $11.1 Million. This represents 6.26% of its overall portfolio holdings.

Number of Shares
133,200
Previous 137,045 2.81%
Holding current value
$11.1 Million
Previous $11.2 Million 2.96%
% of portfolio
6.26%
Previous 5.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$81.05 - $81.66 $311,637 - $313,982
-3,845 Reduced 2.81%
133,200 $10.9 Million
Q1 2024

Apr 29, 2024
BUY
$81.49 - $82.34 $1.69 Million - $1.71 Million
20,790 Added 17.88%
137,045 $11.2 Million
Q4 2023

Feb 05, 2024
BUY
$80.62 - $82.04 $1.85 Million - $1.88 Million
22,946 Added 24.59%
116,255 $9.54 Million
Q3 2023

Oct 23, 2023
BUY
$80.71 - $81.38 $439,143 - $442,788
5,441 Added 6.19%
93,309 $7.56 Million
Q2 2023

Jul 20, 2023
BUY
$81.05 - $82.41 $1.91 Million - $1.94 Million
23,591 Added 36.7%
87,868 $7.12 Million
Q1 2023

May 01, 2023
BUY
$80.51 - $82.52 $4.73 Million - $4.85 Million
58,758 Added 1064.65%
64,277 $5.28 Million
Q4 2022

Feb 06, 2023
SELL
$80.6 - $81.52 $27,806 - $28,124
-345 Reduced 5.88%
5,519 $447,000
Q3 2022

Nov 14, 2022
BUY
$81.04 - $83.06 $270,187 - $276,922
3,334 Added 131.78%
5,864 $476,000
Q2 2022

Aug 12, 2022
BUY
$81.97 - $83.48 $207,384 - $211,204
2,530 New
2,530 $209,000
Q1 2021

May 17, 2021
SELL
$86.21 - $86.4 $115,952 - $116,208
-1,345 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$86.32 - $86.46 $116,100 - $116,288
1,345 New
1,345 $116,000

Others Institutions Holding SHY

# of Institutions
1,186
Shares Held
224M
Call Options Held
311K
Put Options Held
40.1K
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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