Essential Planning, Llc. Ishares Barclays 1 3 Year Trea Transaction History

Essential Planning, Llc.

$209 Million
Q1 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Essential Planning, Llc. holds 54,796 shares of SHY stock, worth $4.46 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

54,796

Previous 54,796 -0.0%

Holding current value

$4.46 Million

Previous $4.5 Million 0.31%

% of portfolio

2.14%

Previous 2.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$80.62 - $82.04 $137,698 - $140,124	-1,708 Reduced 3.02%	54,796 $4.5 Million
Q3 2023 Nov 08, 2023	SELL	$80.71 - $81.38 $345,035 - $347,899	-4,275 Reduced 7.03%	56,504 $4.58 Million
Q2 2023 Aug 10, 2023	SELL	$81.05 - $82.41 $673,201 - $684,497	-8,306 Reduced 12.02%	60,779 $4.93 Million
Q1 2023 May 09, 2023	SELL	$80.51 - $82.52 $881,987 - $904,006	-10,955 Reduced 13.69%	69,085 $5.68 Million
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $56,097 - $56,737	-696 Reduced 0.86%	80,040 $6.5 Million

Q3 2022 Nov 09, 2022	BUY	$81.22 - $83.06 $6.56 Million - $6.71 Million	80,736 New	80,736 $6.56 Million

Others Institutions Holding SHY

# of Institutions

1,183

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Essential Planning, Llc. Ishares Barclays 1 3 Year Trea Transaction History