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%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,208

Shares Held

232M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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