Diversify Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

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 21,628 shares of SHY stock, worth $1.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,628
Previous 11,536 87.48%
Holding current value
$1.8 Million
Previous $944 Million 90.18%
% of portfolio
0.13%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$81.83 - $82.73 $825,828 - $834,911
10,092 Added 87.48%
21,628 $1.8 Billion
Q4 2024

Jan 16, 2025
BUY
$81.68 - $82.93 $248,552 - $252,355
3,043 Added 35.83%
11,536 $944 Million
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

# of Institutions
1,303
Shares Held
241M
Call Options Held
359K
Put Options Held
44.4K
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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