Cerro Pacific Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Cerro Pacific Wealth Advisors LLC

  • $179 Million
  • Q1 2023

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 56,622 shares of SHY stock, worth $4.62 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
56,622
Previous 114,324 50.47%
Holding current value
$4.62 Million
Previous $9.28 Million 49.87%
% of portfolio
2.59%
Previous 4.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
SELL
$80.51 - $82.52 $4.65 Million - $4.76 Million
-57,702 Reduced 50.47%
56,622 $4.65 Million
Q4 2022

Jan 18, 2023
SELL
$80.6 - $81.52 $315,952 - $319,558
-3,920 Reduced 3.32%
114,324 $0
Q3 2022

Oct 12, 2022
BUY
$81.22 - $83.06 $435,257 - $445,118
5,359 Added 4.75%
118,244 $9.6 Million
Q2 2022

Jul 18, 2022
BUY
$81.97 - $83.48 $9.25 Million - $9.42 Million
112,885 New
112,885 $9.35 Million

Others Institutions Holding SHY

# of Institutions
1,185
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
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