Falcon Wealth Planning Ishares Barclays 1 3 Year Trea Transaction History

Falcon Wealth Planning

$769 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	SELL	$81.49 - $82.34 $128,591 - $129,932	-1,578 Reduced 18.92%	6,763 $553,000
Q4 2023 Jan 10, 2024	SELL	$80.62 - $82.04 $92,471 - $94,099	-1,147 Reduced 12.09%	8,341 $684,000
Q3 2023 Oct 05, 2023	SELL	$80.71 - $81.38 $269,974 - $272,216	-3,345 Reduced 26.07%	9,488 $768,000
Q2 2023 Jul 13, 2023	SELL	$81.05 - $82.41 $133,975 - $136,223	-1,653 Reduced 11.41%	12,833 $1.04 Million
Q1 2023 May 15, 2023	SELL	$80.51 - $82.52 $221,724 - $227,260	-2,754 Reduced 15.97%	14,486 $1.19 Million
Q4 2022 Jan 20, 2023	BUY	$80.6 - $81.52 $19,182 - $19,401	238 Added 1.4%	17,240 $0
Q3 2022 Nov 10, 2022	SELL	$81.04 - $83.06 $521,006 - $533,992	-6,429 Reduced 27.44%	17,002 $1.38 Million
Q2 2022 Jul 20, 2022	BUY	$81.97 - $83.48 $1.92 Million - $1.96 Million	23,431 New	23,431 $1.94 Million

Others Institutions Holding SHY

# of Institutions

1,189

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

About ISHARES BARCLAYS 1-3 YEAR TREA

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