Bright Futures Wealth Management, Llc. Ishares Barclays 1 3 Year Trea Transaction History

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 28,321 shares of SHY stock, worth $2.35 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
28,321
Previous 31,541 10.21%
Holding current value
$2.35 Million
Previous $2.59 Million 9.4%
% of portfolio
2.68%
Previous 2.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$81.83 - $82.73 $263,492 - $266,390
-3,220 Reduced 10.21%
28,321 $2.34 Million
Q4 2024

Jan 30, 2025
SELL
$81.68 - $82.93 $92,788 - $94,208
-1,136 Reduced 3.48%
31,541 $2.59 Million
Q3 2024

Oct 31, 2024
BUY
$81.31 - $83.29 $68,950 - $70,629
848 Added 2.66%
32,677 $2.72 Million
Q2 2024

Aug 07, 2024
BUY
$81.05 - $81.66 $118,333 - $119,223
1,460 Added 4.81%
31,829 $2.6 Million
Q1 2024

Jun 28, 2024
BUY
$81.49 - $82.34 $2.47 Million - $2.5 Million
30,369 New
30,369 $2.48 Billion

Others Institutions Holding SHY

# of Institutions
1,303
Shares Held
241M
Call Options Held
359K
Put Options Held
44.4K
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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