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

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 13,139 shares of SHY stock, worth $1.08 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
13,139
Previous 11,644 12.84%
Holding current value
$1.08 Million
Previous $944,000 12.61%
% of portfolio
1.29%
Previous 1.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
BUY
$80.71 - $81.38 $120,661 - $121,663
1,495 Added 12.84%
13,139 $1.06 Million
Q2 2023

Jul 20, 2023
BUY
$81.05 - $82.41 $631,703 - $642,303
7,794 Added 202.44%
11,644 $944,000
Q3 2022

Nov 14, 2022
BUY
$81.04 - $83.06 $24,312 - $24,918
300 Added 8.45%
3,850 $313,000
Q2 2022

Aug 15, 2022
BUY
$81.97 - $83.48 $290,993 - $296,354
3,550 New
3,550 $294,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
232M
Call Options Held
466K
Put Options Held
196K
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 Clientfirst Wealth Management, LLC Portfolio

Follow Clientfirst Wealth Management, 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 Clientfirst Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email