Consolidated Planning Corp Ishares Barclays 1 3 Year Trea Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$80.62 - $82.04 $626,336 - $637,368	-7,769 Reduced 32.27%	16,304 $1.34 Million
Q3 2023 Nov 08, 2023	BUY	$80.71 - $81.38 $53,349 - $53,792	661 Added 2.82%	24,073 $1.95 Million
Q2 2023 Aug 14, 2023	SELL	$81.05 - $82.41 $2.59 Million - $2.64 Million	-32,003 Reduced 57.75%	23,412 $1.9 Million
Q1 2023 May 04, 2023	BUY	$80.51 - $82.52 $622,181 - $637,714	7,728 Added 16.21%	55,415 $4.55 Million
Q4 2022 Feb 10, 2023	BUY	$80.6 - $81.52 $712,826 - $720,962	8,844 Added 22.77%	47,687 $3.87 Million
Q3 2022 Nov 04, 2022	SELL	$81.04 - $83.06 $104,784 - $107,396	-1,293 Reduced 3.22%	38,843 $3.15 Million
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $3.29 Million - $3.35 Million	40,136 New	40,136 $3.32 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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