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

Drive Wealth Management, LLC

$380 Million
Q3 2024

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	$81.04 - $83.06 $152,760 - $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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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