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

Drive Wealth Management, LLC

  • $367 Million
  • Q2 2024

A detailed history of Drive Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,273 shares of SHY stock, worth $685,087. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,273
Previous 10,668 22.45%
Holding current value
$685,087
Previous $872,000 22.59%
% of portfolio
0.18%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$81.05 - $81.66 $194,114 - $195,575
-2,395 Reduced 22.45%
8,273 $675,000
Q1 2024

Apr 22, 2024
SELL
$81.49 - $82.34 $1.04 Million - $1.05 Million
-12,760 Reduced 54.46%
10,668 $872,000
Q4 2023

Jan 22, 2024
SELL
$80.62 - $82.04 $94,647 - $96,314
-1,174 Reduced 4.77%
23,428 $1.92 Million
Q3 2023

Oct 10, 2023
BUY
$80.71 - $81.38 $569,166 - $573,891
7,052 Added 40.18%
24,602 $1.99 Million
Q2 2023

Jul 14, 2023
SELL
$81.05 - $82.41 $208,055 - $211,546
-2,567 Reduced 12.76%
17,550 $1.42 Million
Q1 2023

Apr 13, 2023
BUY
$80.51 - $82.52 $1.62 Million - $1.66 Million
20,117 New
20,117 $1.65 Million
Q3 2022

Nov 14, 2022
SELL
$81.22 - $83.06 $153,099 - $156,568
-1,885 Reduced 24.69%
5,750 $467,000
Q2 2022

Nov 14, 2022
SELL
$81.97 - $83.48 $446,408 - $454,632
-5,446 Reduced 41.63%
7,635 $632,000
Q1 2022

Nov 14, 2022
BUY
$83.25 - $85.49 $166,666 - $171,150
2,002 Added 18.07%
13,081 $1.09 Million
Q4 2021

Nov 14, 2022
BUY
$85.5 - $86.18 $947,254 - $954,788
11,079 New
11,079 $948,000

Others Institutions Holding SHY

# of Institutions
1,185
Shares Held
224M
Call Options Held
311K
Put Options Held
40.1K
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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