Copia Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Copia Wealth Management holds 2,479 shares of SHY stock, worth $205,137. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,479
Previous 2,668 7.08%
Holding current value
$205,137
Previous $221 Million 6.97%
% of portfolio
0.15%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$82.38 - $83.0 $15,569 - $15,687
-189 Reduced 7.08%
2,479 $206 Million
Q2 2025

Jul 28, 2025
BUY
$82.21 - $83.12 $1,973 - $1,994
24 Added 0.91%
2,668 $221 Million
Q1 2025

Apr 17, 2025
BUY
$81.83 - $82.73 $28,395 - $28,707
347 Added 15.11%
2,644 $219 Million
Q4 2024

Mar 06, 2025
BUY
$81.68 - $82.93 $187,618 - $190,490
2,297 New
2,297 $188 Million

Others Institutions Holding SHY

# of Institutions
1,334
Shares Held
244M
Call Options Held
40.9K
Put Options Held
41.6K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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