Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 16,792 shares of SHY stock, worth $1.38 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,792

Previous 17,755 5.42%

Holding current value

$1.38 Million

Previous $1.45 Million 3.66%

% of portfolio

0.04%

Previous 0.04%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$81.31 - $83.29 $78,301 - $80,208	-963 Reduced 5.42%	16,792 $1.4 Million
Q2 2024 Aug 09, 2024	BUY	$81.05 - $81.66 $88,344 - $89,009	1,090 Added 6.54%	17,755 $1.45 Million
Q1 2024 May 06, 2024	SELL	$81.49 - $82.34 $11,082 - $11,198	-136 Reduced 0.81%	16,665 $1.36 Million
Q4 2023 Feb 06, 2024	SELL	$80.62 - $82.04 $623,353 - $634,333	-7,732 Reduced 31.52%	16,801 $1.38 Million
Q3 2023 Nov 02, 2023	SELL	$80.71 - $81.38 $571,346 - $576,089	-7,079 Reduced 22.39%	24,533 $1.99 Million
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $171,907 - $174,791	-2,121 Reduced 6.29%	31,612 $2.56 Million
Q1 2023 May 09, 2023	SELL	$80.51 - $82.52 $411,728 - $422,007	-5,114 Reduced 13.16%	33,733 $2.77 Million
Q4 2022 Feb 07, 2023	SELL	$80.6 - $81.52 $444,267 - $449,338	-5,512 Reduced 12.43%	38,847 $3.15 Million
Q3 2022 Nov 02, 2022	BUY	$81.04 - $83.06 $1.65 Million - $1.69 Million	20,406 Added 85.19%	44,359 $3.6 Million
Q2 2022 Aug 02, 2022	BUY	$81.97 - $83.48 $1.03 Million - $1.04 Million	12,508 Added 109.29%	23,953 $1.98 Million
Q1 2022 May 13, 2022	BUY	$83.25 - $85.49 $4,162 - $4,274	50 Added 0.44%	11,445 $954,000
Q4 2021 Feb 14, 2022	SELL	$85.5 - $86.18 $34,798 - $35,075	-407 Reduced 3.45%	11,395 $975,000
Q3 2021 Nov 02, 2021	SELL	$86.09 - $86.31 $29,528 - $29,604	-343 Reduced 2.82%	11,802 $1.02 Million
Q2 2021 Aug 12, 2021	SELL	$86.11 - $86.32 $221,905 - $222,446	-2,577 Reduced 17.5%	12,145 $1.05 Million
Q1 2021 May 17, 2021	SELL	$86.21 - $86.4 $245,095 - $245,635	-2,843 Reduced 16.19%	14,722 $1.27 Million
Q4 2020 Feb 12, 2021	SELL	$86.32 - $86.46 $510,841 - $511,670	-5,918 Reduced 25.2%	17,565 $1.52 Million
Q3 2020 Nov 12, 2020	SELL	$86.46 - $86.63 $453,655 - $454,547	-5,247 Reduced 18.26%	23,483 $2.03 Million
Q2 2020 Aug 12, 2020	SELL	$86.48 - $86.8 $1.63 Million - $1.64 Million	-18,856 Reduced 39.63%	28,730 $2.49 Million
Q1 2020 May 11, 2020	SELL	$84.67 - $86.69 $8.74 Million - $8.94 Million	-103,178 Reduced 68.44%	47,586 $4.12 Million
Q4 2019 Feb 13, 2020	SELL	$84.51 - $85.05 $20.3 Million - $20.4 Million	-239,711 Reduced 61.39%	150,764 $12.8 Million
Q3 2019 Nov 13, 2019	SELL	$84.4 - $85.1 $5.07 Million - $5.12 Million	-60,130 Reduced 13.34%	390,475 $33.1 Million
Q2 2019 Aug 12, 2019	BUY	$83.84 - $84.81 $4.23 Million - $4.28 Million	50,476 Added 12.61%	450,605 $38.2 Million
Q1 2019 May 13, 2019	BUY	$83.51 - $84.18 $828,252 - $834,897	9,918 Added 2.54%	400,129 $33.7 Million
Q4 2018 Feb 13, 2019	BUY	$82.85 - $83.62 $164,291 - $165,818	1,983 Added 0.51%	390,211 $32.6 Million
Q3 2018 Nov 13, 2018	SELL	$83.02 - $83.34 $315,476 - $316,692	-3,800 Reduced 0.97%	388,228 $32.3 Million
Q2 2018 Aug 13, 2018	BUY	$83.11 - $83.6 $2.01 Million - $2.02 Million	24,205 Added 6.58%	392,028 $32.7 Million
Q1 2018 May 14, 2018	BUY	$83.38 - $83.82 $13.2 Million - $13.3 Million	158,192 Added 75.46%	367,823 $30.7 Million
Q1 2018 May 14, 2018	SELL	$83.38 - $83.82 $12.6 Million - $12.6 Million	-150,915 Reduced 41.86%	209,631 $30.7 Million
Q4 2017 Feb 12, 2018	BUY	$83.78 - $84.55 $136,728 - $137,985	1,632 Added 0.45%	360,546 $30.2 Million
Q3 2017 Nov 13, 2017	BUY	$84.45 - $84.47 $146,774 - $146,808	1,738 Added 0.49%	358,914 $30.3 Million
Q2 2017 Aug 10, 2017	BUY	N/A	357,176	357,176 $30.2 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Barclays 1 3 Year Trea Transaction History