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

Clientfirst Wealth Management, LLC

  • $98.1 Million
  • Q4 2024

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 11,556 shares of SHY stock, worth $950,365. This represents 0.97% of its overall portfolio holdings.

Number of Shares
11,556
Previous 13,139 12.05%
Holding current value
$950,365
Previous $1.06 Million 10.91%
% of portfolio
0.97%
Previous 1.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$81.68 - $82.93 $129,299 - $131,278
-1,583 Reduced 12.05%
11,556 $947,000
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
1,282
Shares Held
238M
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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