Destination Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Destination Wealth Management

$3 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$81.97 - $83.48 $691,171 - $703,903	8,432 New	8,432 $698,000
Q1 2021 May 05, 2021	SELL	$86.21 - $86.4 $216,904 - $217,382	-2,516 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$86.32 - $86.46 $16,314 - $16,340	189 Added 8.12%	2,516 $217,000
Q3 2020 Nov 12, 2020	SELL	$86.46 - $86.63 $4,323 - $4,331	-50 Reduced 2.1%	2,327 $201,000
Q2 2020 Aug 14, 2020	SELL	$86.48 - $86.8 $5,275 - $5,294	-61 Reduced 2.5%	2,377 $206,000
Q1 2020 May 13, 2020	BUY	$84.67 - $86.69 $206,425 - $211,350	2,438 New	2,438 $211,000
Q3 2019 Nov 13, 2019	SELL	$84.4 - $85.1 $156,562 - $157,860	-1,855 Closed	0 $0
Q1 2019 May 01, 2019	SELL	$83.51 - $84.18 $50,607 - $51,013	-606 Reduced 24.62%	1,855 $156,000
Q4 2018 Feb 05, 2019	SELL	$82.85 - $83.62 $14,995 - $15,135	-181 Reduced 6.85%	2,461 $206,000
Q3 2018 Nov 07, 2018	SELL	$83.02 - $83.34 $5,645 - $5,667	-68 Reduced 2.51%	2,642 $220,000
Q2 2018 Jul 31, 2018	SELL	$83.11 - $83.6 $1.85 Million - $1.86 Million	-22,290 Reduced 89.16%	2,710 $226,000
Q1 2018 Apr 05, 2018	BUY	$83.38 - $83.82 $1.82 Million - $1.83 Million	21,832 Added 689.14%	25,000 $1.07 Million
Q4 2017 Feb 09, 2018	SELL	$83.78 - $84.55 $14,912 - $15,049	-178 Reduced 5.32%	3,168 $266,000
Q3 2017 Nov 09, 2017	BUY	$84.45 - $84.47 $11,991 - $11,994	142 Added 4.43%	3,346 $283,000
Q2 2017 Aug 11, 2017	BUY	N/A	3,204	3,204 $271,000

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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