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
1,212
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email