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

Essential Planning, Llc.

$15 Billion
Q4 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 2,454,066 shares of SHY stock, worth $201 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

2,454,066

Previous 48,186 4992.9%

Holding current value

$201 Million

Previous $4.01 Million 4922.07%

% of portfolio

1.34%

Previous 1.65%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$81.68 - $82.93 $197 Million - $200 Million	2,405,880 Added 4992.9%	2,454,066 $201 Million
Q3 2024 Nov 07, 2024	SELL	$81.31 - $83.29 $36,182 - $37,064	-445 Reduced 0.92%	48,186 $4.01 Million
Q2 2024 Aug 14, 2024	SELL	$81.05 - $81.66 $499,673 - $503,433	-6,165 Reduced 11.25%	48,631 $3.97 Million
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	$81.04 - $83.06 $6.54 Million - $6.71 Million	80,736 New	80,736 $6.56 Million

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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