Bromfield Sneider Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 7,969 shares of SHY stock, worth $659,912. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,969

Previous 7,969 -0.0%

Holding current value

$659,912

Previous $653,000 0.31%

% of portfolio

0.41%

Previous 0.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	BUY	$80.62 - $82.04 $483 - $492	6 Added 0.08%	7,969 $653,000
Q3 2023 Oct 04, 2023	BUY	$80.71 - $81.38 $1,694 - $1,708	21 Added 0.26%	7,963 $644,000
Q2 2023 Jul 17, 2023	BUY	$81.05 - $82.41 $1,458 - $1,483	18 Added 0.23%	7,942 $643,000
Q1 2023 Apr 06, 2023	BUY	$80.51 - $82.52 $805 - $825	10 Added 0.13%	7,924 $651,000
Q4 2022 Jan 09, 2023	BUY	$80.6 - $81.52 $1,531 - $1,548	19 Added 0.24%	7,914 $0
Q3 2022 Oct 07, 2022	BUY	$81.22 - $83.06 $730 - $747	9 Added 0.11%	7,895 $641,000
Q2 2022 Jul 06, 2022	BUY	$81.97 - $83.48 $327 - $333	4 Added 0.05%	7,886 $653,000
Q1 2022 Apr 12, 2022	BUY	$83.25 - $85.49 $166 - $170	2 Added 0.03%	7,882 $657,000
Q4 2021 Jan 14, 2022	BUY	$85.5 - $86.18 $673,740 - $679,098	7,880 New	7,880 $674,000

Others Institutions Holding SHY

# of Institutions

1,185

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Bromfield Sneider Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History