Ep Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,037 shares of SHY stock, worth $169,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,037
Previous 1,639 24.28%
Holding current value
$169,274
Previous $135,000 24.44%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$82.21 - $83.12 $32,719 - $33,081
398 Added 24.28%
2,037 $168,000
Q1 2025

May 15, 2025
SELL
$81.83 - $82.73 $69,228 - $69,989
-846 Reduced 34.04%
1,639 $135,000
Q4 2024

Feb 13, 2025
BUY
$81.68 - $82.93 $40,349 - $40,967
494 Added 24.81%
2,485 $203,000
Q3 2024

Nov 14, 2024
BUY
$81.31 - $83.29 $44,232 - $45,309
544 Added 37.6%
1,991 $165,000
Q2 2024

Aug 19, 2024
SELL
$81.05 - $81.66 $34,122 - $34,378
-421 Reduced 22.54%
1,447 $118,000
Q1 2024

May 14, 2024
SELL
$81.49 - $82.34 $5,785 - $5,846
-71 Reduced 3.66%
1,868 $152,000
Q4 2023

Feb 28, 2024
BUY
$80.62 - $82.04 $11,689 - $11,895
145 Added 8.08%
1,939 $159,000
Q3 2023

Nov 22, 2023
BUY
$80.71 - $81.38 $144,793 - $145,995
1,794 New
1,794 $145,000
Q1 2023

Jun 05, 2023
BUY
$80.51 - $82.52 $253,203 - $259,525
3,145 New
3,145 $258,000
Q3 2021

Nov 16, 2021
SELL
$86.09 - $86.31 $581,624 - $583,110
-6,756 Closed
0 $0
Q2 2021

Aug 24, 2021
SELL
$86.11 - $86.32 $2.08 Million - $2.08 Million
-24,137 Reduced 78.13%
6,756 $582,000
Q1 2021

May 17, 2021
BUY
$86.21 - $86.4 $2.66 Million - $2.67 Million
30,893 New
30,893 $2.67 Million
Q4 2020

Feb 18, 2021
SELL
$86.32 - $86.46 $365,392 - $365,985
-4,233 Closed
0 $0
Q3 2020

Nov 17, 2020
BUY
$86.46 - $86.63 $365,985 - $366,704
4,233 New
4,233 $366,000

Others Institutions Holding SHY

# of Institutions
1,336
Shares Held
244M
Call Options Held
40.9K
Put Options Held
41.6K
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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