A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 8,493 shares of SHY stock, worth $694,642. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,493
Previous 14,714 42.28%
Holding current value
$694,642
Previous $1.22 Billion 42.45%
% of portfolio
0.07%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$81.31 - $83.29 $505,829 - $518,147
-6,221 Reduced 42.28%
8,493 $700 Million
Q2 2024

Aug 08, 2024

BUY
$81.05 - $81.66 $1.19 Million - $1.2 Million
14,714 New
14,714 $1.22 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.