Family Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024

A detailed history of Family Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Family Wealth Partners, LLC holds 30,224 shares of SHY stock, worth $2.47 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
30,224
Previous 32,491 6.98%
Holding current value
$2.47 Million
Previous $2.65 Billion 5.27%
% of portfolio
1.29%
Previous 1.38%

Shares

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

Oct 09, 2024
SELL
$81.31 - $83.29 $184,329 - $188,818
-2,267 Reduced 6.98%
30,224 $2.51 Billion
Q2 2024

Jul 10, 2024
BUY
$81.05 - $81.66 $6,565 - $6,614
81 Added 0.25%
32,491 $2.65 Billion
Q1 2024

Apr 16, 2024
SELL
$81.49 - $82.34 $539,382 - $545,008
-6,619 Reduced 16.96%
32,410 $2.65 Billion
Q4 2023

Mar 20, 2024
BUY
$80.62 - $82.04 $3.15 Million - $3.2 Million
39,029 New
39,029 $3.2 Billion

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
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email