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 $6.9 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

84,108

Previous 553,413 84.8%

Holding current value

$6.9 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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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