Epg Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Epg Wealth Management LLC holds 28,793 shares of SHY stock, worth $2.36 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
28,793
Previous 0 Infinity%
Holding current value
$2.36 Million
Previous $0 Infinity%
% of portfolio
0.6%
Previous 100.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$81.31 - $83.29 $2.34 Million - $2.4 Million
28,793 New
28,793 $2.39 Billion
Q2 2024

Aug 13, 2024
SELL
$81.05 - $81.66 $2.49 Million - $2.51 Million
-30,738 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$81.49 - $82.34 $76,193 - $76,987
935 Added 3.14%
30,738 $2.51 Million
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $142,536 - $145,046
1,768 Added 6.31%
29,803 $2.45 Million
Q3 2023

Nov 13, 2023
SELL
$80.71 - $81.38 $80,306 - $80,973
-995 Reduced 3.43%
28,035 $2.27 Million
Q2 2023

Aug 15, 2023
SELL
$81.05 - $82.41 $377,044 - $383,371
-4,652 Reduced 13.81%
29,030 $2.35 Million
Q1 2023

May 15, 2023
SELL
$80.51 - $82.52 $593,358 - $608,172
-7,370 Reduced 17.95%
33,682 $2.77 Million
Q4 2022

Feb 14, 2023
BUY
$80.6 - $81.52 $2.03 Million - $2.06 Million
25,225 Added 159.38%
41,052 $3.33 Million
Q3 2022

Nov 15, 2022
BUY
$81.04 - $83.06 $1.28 Million - $1.31 Million
15,827 New
15,827 $1.29 Million
Q2 2022

Aug 15, 2022
SELL
$81.97 - $83.48 $9,262 - $9,433
-113 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$83.25 - $85.49 $376,706 - $386,842
-4,525 Reduced 97.56%
113 $9,000
Q4 2021

Feb 14, 2022
SELL
$85.5 - $86.18 $239,998 - $241,907
-2,807 Reduced 37.7%
4,638 $397,000
Q3 2021

Nov 15, 2021
SELL
$86.09 - $86.31 $241,396 - $242,013
-2,804 Reduced 27.36%
7,445 $641,000
Q2 2021

Aug 09, 2021
SELL
$86.11 - $86.32 $8,352 - $8,373
-97 Reduced 0.94%
10,249 $883,000
Q1 2021

May 10, 2021
BUY
$86.21 - $86.4 $891,928 - $893,894
10,346 New
10,346 $892,000
Q3 2020

Nov 02, 2020
SELL
$86.46 - $86.63 $874,542 - $876,262
-10,115 Closed
0 $0
Q2 2020

Aug 06, 2020
BUY
$86.48 - $86.8 $777,628 - $780,505
8,992 Added 800.71%
10,115 $876,000
Q1 2020

May 05, 2020
BUY
$84.67 - $86.69 $84,670 - $86,690
1,000 Added 813.01%
1,123 $97,000
Q4 2019

Feb 14, 2020
BUY
$84.51 - $85.05 $10,394 - $10,461
123 New
123 $10,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
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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