Geo Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Geo Wealth Management, LLC holds 36,395 shares of SHY stock, worth $2.97 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
36,395
Previous 17,148 112.24%
Holding current value
$2.97 Million
Previous $1.41 Million 111.66%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 15, 2024
SELL
$81.49 - $82.34 $2.81 Million - $2.83 Million
-34,423 Reduced 94.58%
1,972 $161,000
Q1 2024

May 15, 2024
BUY
$81.49 - $82.34 $1.57 Million - $1.58 Million
19,247 Added 112.24%
36,395 $2.98 Million
Q4 2023

Feb 13, 2024
SELL
$80.62 - $82.04 $5.87 Million - $5.98 Million
-72,835 Reduced 80.94%
17,148 $1.41 Million
Q3 2023

Nov 13, 2023
SELL
$80.71 - $81.38 $8.15 Million - $8.21 Million
-100,923 Reduced 52.87%
89,983 $7.29 Million
Q2 2023

Aug 10, 2023
SELL
$81.05 - $82.41 $1.35 Million - $1.37 Million
-16,658 Reduced 8.03%
190,906 $15.5 Million
Q1 2023

May 12, 2023
BUY
$80.51 - $82.52 $16.4 Million - $16.8 Million
203,706 Added 5280.09%
207,564 $17.1 Million
Q4 2022

Feb 13, 2023
SELL
$80.6 - $81.52 $4,674 - $4,728
-58 Reduced 1.48%
3,858 $315,000
Q3 2022

Nov 14, 2022
BUY
$81.22 - $83.06 $222,948 - $227,999
2,745 Added 234.42%
3,916 $317,000
Q2 2022

Aug 12, 2022
SELL
$81.97 - $83.48 $3,770 - $3,840
-46 Reduced 3.78%
1,171 $96,000
Q1 2022

May 13, 2022
SELL
$83.25 - $85.49 $34,132 - $35,050
-410 Reduced 25.2%
1,217 $102,000
Q4 2021

Feb 14, 2022
BUY
$85.5 - $86.18 $8,806 - $8,876
103 Added 6.76%
1,627 $140,000
Q3 2021

Nov 12, 2021
BUY
$86.09 - $86.31 $131,201 - $131,536
1,524 New
1,524 $132,000
Q4 2020

Feb 12, 2021
SELL
$86.32 - $86.46 $205,959 - $206,293
-2,386 Closed
0 $0
Q3 2020

Nov 13, 2020
SELL
$86.46 - $86.63 $11,066 - $11,088
-128 Reduced 5.09%
2,386 $208,000
Q2 2020

Aug 14, 2020
BUY
$86.48 - $86.8 $217,410 - $218,215
2,514 New
2,514 $218,000
Q4 2019

Feb 13, 2020
SELL
$84.51 - $85.05 $8.36 Million - $8.41 Million
-98,881 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$84.4 - $85.1 $8.35 Million - $8.41 Million
98,881 New
98,881 $8.39 Million

Others Institutions Holding SHY

# of Institutions
1,185
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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