Delap Wealth Advisory, LLC Ishares Barclays 1 3 Year Trea Transaction History

Delap Wealth Advisory, LLC

$247 Billion
Q1 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 2,697 shares of SHY stock, worth $219,805. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,697

Previous 6,148 56.13%

Holding current value

$219,805

Previous $504 Million 56.27%

% of portfolio

0.09%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$81.49 - $82.34 $281,221 - $284,155	-3,451 Reduced 56.13%	2,697 $221 Million
Q4 2023 Feb 14, 2024	BUY	$80.62 - $82.04 $247,987 - $252,355	3,076 Added 100.13%	6,148 $504 Million
Q3 2023 Nov 13, 2023	BUY	$80.71 - $81.38 $6,537 - $6,591	81 Added 2.71%	3,072 $249 Million
Q2 2023 Aug 08, 2023	SELL	$81.05 - $82.41 $43,280 - $44,006	-534 Reduced 15.15%	2,991 $243 Million
Q1 2023 May 15, 2023	BUY	$80.51 - $82.52 $10,788 - $11,057	134 Added 3.95%	3,525 $290 Million

Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $273,314 - $276,434	3,391 New	3,391 $275 Million

Others Institutions Holding SHY

# of Institutions

1,184

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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