Connectus Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Connectus Wealth, LLC holds 84,108 shares of SHY stock, worth $7 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

84,108

Previous 553,413 84.8%

Holding current value

$7 Million

Previous $45.4 Million 84.85%

% of portfolio

0.16%

Previous 0.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$81.49 - $82.34 $38.2 Million - $38.6 Million	-469,305 Reduced 84.8%	84,108 $6.88 Million
Q4 2023 Feb 14, 2024	SELL	$80.62 - $82.04 $2.37 Million - $2.41 Million	-29,429 Reduced 5.05%	553,413 $45.4 Million
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $1.12 Million - $1.13 Million	-13,877 Reduced 2.33%	582,842 $47.2 Million
Q2 2023 Aug 14, 2023	BUY	$81.05 - $82.41 $12.3 Million - $12.5 Million	152,105 Added 34.21%	596,719 $48.4 Million
Q1 2023 May 11, 2023	BUY	$80.51 - $82.52 $5.93 Million - $6.08 Million	73,654 Added 19.85%	444,614 $36.5 Million
Q4 2022 Feb 07, 2023	BUY	$80.6 - $81.52 $1.85 Million - $1.87 Million	22,899 Added 6.58%	370,960 $30.1 Million
Q3 2022 Nov 10, 2022	BUY	$81.04 - $83.06 $26.2 Million - $26.8 Million	323,001 Added 1288.91%	348,061 $28.3 Million
Q2 2022 Aug 08, 2022	SELL	$81.97 - $83.48 $2.81 Million - $2.86 Million	-34,232 Reduced 57.73%	25,060 $2.08 Million
Q1 2022 May 06, 2022	BUY	$83.25 - $85.49 $4.94 Million - $5.07 Million	59,292 New	59,292 $5.07 Million

Others Institutions Holding SHY

# of Institutions

1,186

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Connectus Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connectus Wealth, LLC with notifications on news.

Account

Connectus Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History