A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 4,137 shares of SHY stock, worth $339,358. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,137
Previous 2,618 58.02%
Holding current value
$339,358
Previous $212,000 59.91%
% of portfolio
0.12%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 03, 2024

BUY
$80.62 - $82.04 $122,461 - $124,618
1,519 Added 58.02%
4,137 $339,000
Q2 2023

Jul 11, 2023

BUY
$81.05 - $82.41 $212,188 - $215,749
2,618 New
2,618 $212,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


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

Track Eisner Amper Wealth Management Corporate Benefits, LLC Portfolio

Follow Eisner Amper Wealth Management Corporate Benefits, 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 Eisner Amper Wealth Management Corporate Benefits, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eisner Amper Wealth Management Corporate Benefits, LLC with notifications on news.