Creative Planning Ishares Barclays 1 3 Year Trea Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Creative Planning holds 165,855 shares of SHY stock, worth $13.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

165,855

Previous 173,824 4.58%

Holding current value

$13.7 Million

Previous $14.4 Million 4.44%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$82.21 - $83.12 $655,131 - $662,383	-7,969 Reduced 4.58%	165,855 $13.7 Million
Q1 2025 May 15, 2025	SELL	$81.83 - $82.73 $251,054 - $253,815	-3,068 Reduced 1.73%	173,824 $14.4 Million
Q4 2024 Feb 14, 2025	BUY	$81.68 - $82.93 $1.02 Million - $1.04 Million	12,500 Added 7.6%	176,892 $14.5 Million
Q3 2024 Oct 11, 2024	SELL	$81.31 - $83.29 $956,612 - $979,906	-11,765 Reduced 6.68%	164,392 $13.7 Million
Q2 2024 Aug 15, 2024	BUY	$81.05 - $81.66 $157,804 - $158,992	1,947 Added 1.12%	176,157 $14.4 Million
Q1 2024 May 10, 2024	SELL	$81.49 - $82.34 $1.76 Million - $1.78 Million	-21,625 Reduced 11.04%	174,210 $14.2 Million
Q4 2023 Feb 14, 2024	BUY	$80.62 - $82.04 $1.04 Million - $1.05 Million	12,839 Added 7.02%	195,835 $16.1 Million
Q3 2023 Nov 16, 2023	SELL	$80.71 - $81.38 $1.25 Million - $1.26 Million	-15,541 Reduced 7.83%	182,996 $14.8 Million
Q2 2023 Jul 21, 2023	BUY	$81.05 - $82.41 $686,817 - $698,342	8,474 Added 4.46%	198,537 $16.1 Million
Q1 2023 May 15, 2023	BUY	$80.51 - $82.52 $1.85 Million - $1.9 Million	22,970 Added 13.75%	190,063 $15.6 Million
Q4 2022 Feb 10, 2023	SELL	$80.6 - $81.52 $803,662 - $812,835	-9,971 Reduced 5.63%	167,093 $13.6 Million
Q3 2022 Nov 03, 2022	BUY	$81.04 - $83.06 $6.91 Million - $7.08 Million	85,299 Added 92.95%	177,064 $14.4 Million
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $11.1 Million - $11.3 Million	-135,880 Reduced 59.69%	91,765 $7.6 Million
Q1 2022 May 16, 2022	BUY	$83.25 - $85.49 $632,283 - $649,296	7,595 Added 3.45%	227,645 $19 Million
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $10.8 Million - $10.8 Million	125,819 Added 133.52%	220,050 $18.8 Million
Q3 2021 Nov 10, 2021	SELL	$86.09 - $86.31 $583,604 - $585,095	-6,779 Reduced 6.71%	94,231 $8.12 Million
Q2 2021 Aug 04, 2021	SELL	$86.11 - $86.32 $2.46 Million - $2.47 Million	-28,559 Reduced 22.04%	101,010 $8.7 Million
Q1 2021 Apr 30, 2021	SELL	$86.21 - $86.4 $2.31 Million - $2.31 Million	-26,772 Reduced 17.12%	129,569 $11.2 Million
Q4 2020 Jan 29, 2021	SELL	$86.32 - $86.46 $2.18 Million - $2.19 Million	-25,310 Reduced 13.93%	156,341 $13.5 Million
Q3 2020 Nov 05, 2020	BUY	$86.46 - $86.63 $139,892 - $140,167	1,618 Added 0.9%	181,651 $15.7 Million
Q2 2020 Jul 23, 2020	BUY	$86.48 - $86.8 $14.1 Million - $14.2 Million	163,394 Added 981.99%	180,033 $15.6 Million
Q1 2020 May 05, 2020	SELL	$84.67 - $86.69 $179,839 - $184,129	-2,124 Reduced 11.32%	16,639 $1.44 Million
Q4 2019 Jan 30, 2020	SELL	$84.51 - $85.05 $137,666 - $138,546	-1,629 Reduced 7.99%	18,763 $1.59 Million
Q3 2019 Nov 01, 2019	SELL	$84.4 - $85.1 $67,182 - $67,739	-796 Reduced 3.76%	20,392 $1.73 Million
Q2 2019 Jul 26, 2019	BUY	$83.84 - $84.81 $331,419 - $335,253	3,953 Added 22.94%	21,188 $1.8 Million
Q1 2019 Apr 24, 2019	SELL	$83.51 - $84.18 $72,319 - $72,899	-866 Reduced 4.78%	17,235 $1.45 Million
Q4 2018 Feb 01, 2019	BUY	$82.85 - $83.62 $39,850 - $40,221	481 Added 2.73%	18,101 $1.51 Million
Q3 2018 Oct 25, 2018	BUY	$83.02 - $83.34 $278,532 - $279,605	3,355 Added 23.52%	17,620 $1.46 Million
Q2 2018 Jul 20, 2018	BUY	$83.11 - $83.6 $9,973 - $10,032	120 Added 0.85%	14,265 $1.19 Million
Q1 2018 Apr 18, 2018	SELL	$83.38 - $83.82 $211,701 - $212,818	-2,539 Reduced 15.22%	14,145 $1.18 Million
Q4 2017 Jan 17, 2018	SELL	$83.78 - $84.55 $191,856 - $193,619	-2,290 Reduced 12.07%	16,684 $1.4 Million
Q3 2017 Oct 17, 2017	BUY	$84.45 - $84.47 $1.6 Million - $1.6 Million	18,974	18,974 $1.6 Million

Others Institutions Holding SHY

# of Institutions

1,331

Shares Held

289M

Call Options Held

32.3K

Put Options Held

9.6K

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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Ishares Barclays 1 3 Year Trea Transaction History