Congress Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,795 shares of SHY stock, worth $1.62 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,795
Previous 19,188 3.16%
Holding current value
$1.62 Million
Previous $1.57 Million 5.04%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$81.31 - $83.29 $49,355 - $50,557
607 Added 3.16%
19,795 $1.65 Million
Q2 2024

Aug 13, 2024
SELL
$81.05 - $81.66 $9,239 - $9,309
-114 Reduced 0.59%
19,188 $1.57 Million
Q1 2024

Apr 18, 2024
SELL
$81.49 - $82.34 $43,678 - $44,134
-536 Reduced 2.7%
19,302 $1.58 Million
Q4 2023

Feb 09, 2024
SELL
$80.62 - $82.04 $387,217 - $394,038
-4,803 Reduced 19.49%
19,838 $1.63 Million
Q3 2023

Oct 30, 2023
BUY
$80.71 - $81.38 $69,572 - $70,149
862 Added 3.63%
24,641 $2 Million
Q2 2023

Jul 13, 2023
SELL
$81.05 - $82.41 $90,857 - $92,381
-1,121 Reduced 4.5%
23,779 $1.93 Million
Q1 2023

Apr 14, 2023
BUY
$80.51 - $82.52 $8,212 - $8,417
102 Added 0.41%
24,900 $2.05 Million
Q4 2022

Feb 02, 2023
BUY
$80.6 - $81.52 $113,404 - $114,698
1,407 Added 6.02%
24,798 $2.01 Million
Q3 2022

Nov 08, 2022
BUY
$81.04 - $83.06 $1,053 - $1,079
13 Added 0.06%
23,391 $1.9 Million
Q2 2022

Aug 11, 2022
SELL
$81.97 - $83.48 $936,425 - $953,675
-11,424 Reduced 32.83%
23,378 $1.94 Million
Q1 2022

May 16, 2022
SELL
$83.25 - $85.49 $12,487 - $12,823
-150 Reduced 0.43%
34,802 $2.9 Million
Q4 2021

Feb 04, 2022
BUY
$85.5 - $86.18 $2.99 Million - $3.01 Million
34,952 New
34,952 $2.99 Million

Others Institutions Holding SHY

# of Institutions
1,200
Shares Held
212M
Call Options Held
311K
Put Options Held
50.7K
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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