A detailed history of First Purpose Wealth LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, First Purpose Wealth LLC holds 21,458 shares of SHY stock, worth $1.75 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
21,458
Previous 9,873 117.34%
Holding current value
$1.75 Million
Previous $809,000 116.81%
% of portfolio
0.64%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$81.49 - $82.34 $944,061 - $953,908
11,585 Added 117.34%
21,458 $1.75 Million
Q4 2023

Apr 22, 2024

SELL
$80.62 - $82.04 $823,694 - $838,202
-10,217 Reduced 50.86%
9,873 $809,000
Q3 2023

Oct 30, 2023

BUY
$80.71 - $81.38 $1.62 Million - $1.63 Million
20,090 New
20,090 $1.63 Million
Q1 2023

May 03, 2023

BUY
$80.51 - $82.52 $1.48 Million - $1.51 Million
18,346 New
18,346 $1.51 Million
Q3 2022

Oct 24, 2022

SELL
$81.04 - $83.06 $248,549 - $254,745
-3,067 Reduced 10.05%
27,442 $2.23 Million
Q2 2022

Jul 25, 2022

BUY
$81.97 - $83.48 $320,666 - $326,573
3,912 Added 14.71%
30,509 $2.53 Million
Q1 2022

Apr 18, 2022

BUY
$83.25 - $85.49 $1.24 Million - $1.27 Million
14,892 Added 127.23%
26,597 $2.22 Million
Q4 2021

Feb 24, 2022

BUY
$85.5 - $86.18 $1 Million - $1.01 Million
11,705 New
11,705 $1 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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