Confluence Wealth Services, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 7,036 shares of SHY stock, worth $575,404. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,036
Previous 22,867 69.23%
Holding current value
$575,404
Previous $1.87 Million 68.67%
% of portfolio
0.04%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$81.31 - $83.29 $1.29 Million - $1.32 Million
-15,831 Reduced 69.23%
7,036 $585,000
Q2 2024

Jul 31, 2024
BUY
$81.05 - $81.66 $1.04 Million - $1.05 Million
12,886 Added 129.11%
22,867 $1.87 Million
Q1 2024

Apr 22, 2024
BUY
$81.49 - $82.34 $813,351 - $821,835
9,981 New
9,981 $816,000
Q1 2022

Apr 26, 2022
SELL
$83.25 - $85.49 $1,831 - $1,880
-22 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$85.5 - $86.18 $1,881 - $1,895
22 New
22 $1,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
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
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