Global Retirement Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Global Retirement Partners, LLC holds 39,413 shares of SHY stock, worth $3.23 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

39,413

Previous 47,180 16.46%

Holding current value

$3.23 Million

Previous $3.85 Million 14.93%

% of portfolio

0.1%

Previous 0.12%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$81.31 - $83.29 $631,534 - $646,913	-7,767 Reduced 16.46%	39,413 $3.28 Million
Q2 2024 Jul 23, 2024	BUY	$81.05 - $81.66 $1.07 Million - $1.08 Million	13,250 Added 39.05%	47,180 $3.85 Million
Q1 2024 Apr 23, 2024	BUY	$81.49 - $82.34 $369,720 - $373,576	4,537 Added 15.44%	33,930 $2.77 Million
Q4 2023 Jan 18, 2024	SELL	$80.62 - $82.04 $612,792 - $623,586	-7,601 Reduced 20.55%	29,393 $2.41 Million
Q3 2023 Oct 13, 2023	BUY	$80.71 - $81.38 $748,181 - $754,392	9,270 Added 33.44%	36,994 $3 Million
Q2 2023 Jul 20, 2023	SELL	$81.05 - $82.41 $1.24 Million - $1.26 Million	-15,304 Reduced 35.57%	27,724 $2.25 Million
Q1 2023 May 05, 2023	BUY	$80.51 - $82.52 $1.8 Million - $1.84 Million	22,330 Added 107.88%	43,028 $3.54 Million
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $82,534 - $83,476	1,024 Added 5.2%	20,698 $1.68 Million
Q3 2022 Nov 03, 2022	BUY	$81.04 - $83.06 $348,877 - $357,573	4,305 Added 28.01%	19,674 $1.59 Million
Q2 2022 Jul 15, 2022	SELL	$81.97 - $83.48 $3,442 - $3,506	-42 Reduced 0.27%	15,369 $1.27 Million
Q1 2022 Jul 14, 2022	BUY	$83.25 - $85.49 $1.28 Million - $1.32 Million	15,411 New	15,411 $1.29 Million
Q4 2021 Jan 21, 2022	SELL	$85.5 - $86.18 $635,350 - $640,403	-7,431 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$86.09 - $86.31 $181,994 - $182,459	2,114 Added 39.76%	7,431 $640,000
Q2 2021 Jul 15, 2021	SELL	$86.11 - $86.32 $47,446 - $47,562	-551 Reduced 9.39%	5,317 $458,000
Q1 2021 Apr 14, 2021	SELL	$86.21 - $86.4 $159,919 - $160,272	-1,855 Reduced 24.02%	5,868 $506,000
Q4 2020 Jan 13, 2021	BUY	$86.32 - $86.46 $25,291 - $25,332	293 Added 3.94%	7,723 $667,000
Q3 2020 Oct 09, 2020	SELL	$86.46 - $86.63 $177,329 - $177,678	-2,051 Reduced 21.63%	7,430 $643,000
Q2 2020 Jul 13, 2020	SELL	$86.48 - $86.8 $45,834 - $46,004	-530 Reduced 5.29%	9,481 $821,000
Q1 2020 Apr 28, 2020	BUY	$84.67 - $86.69 $37,932 - $38,837	448 Added 4.68%	10,011 $868,000
Q4 2019 Jan 23, 2020	BUY	$84.51 - $85.05 $368,970 - $371,328	4,366 Added 84.01%	9,563 $809,000
Q3 2019 Nov 19, 2019	BUY	$84.4 - $85.1 $40,005 - $40,337	474 Added 10.04%	5,197 $441,000
Q2 2019 Nov 19, 2019	BUY	$83.84 - $84.81 $125,760 - $127,215	1,500 Added 46.54%	4,723 $400,000
Q1 2019 May 07, 2019	SELL	$83.51 - $84.18 $2.45 Million - $2.47 Million	-29,386 Reduced 90.12%	3,223 $271,000
Q4 2018 Feb 22, 2019	BUY	$82.85 - $83.62 $2.41 Million - $2.43 Million	29,098 Added 828.77%	32,609 $2.73 Million
Q3 2018 Oct 17, 2018	SELL	$83.02 - $83.34 $14,528 - $14,584	-175 Reduced 4.75%	3,511 $292,000
Q2 2018 Aug 13, 2018	BUY	$83.11 - $83.6 $66,903 - $67,298	805 Added 27.94%	3,686 $307,000
Q1 2018 Aug 10, 2018	BUY	$83.38 - $83.82 $125,737 - $126,400	1,508 Added 109.83%	2,881 $241,000
Q4 2017 Aug 13, 2018	SELL	$83.78 - $84.55 $12,567 - $12,682	-150 Reduced 9.85%	1,373 $115,000
Q3 2017 Aug 10, 2018	BUY	$84.45 - $84.47 $84 - $84	1 Added 0.07%	1,523 $129,000
Q2 2017 Aug 10, 2018	BUY	N/A	140 Added 10.13%	1,522 $129,000
Q1 2017 Aug 10, 2018	BUY	N/A	1,382	1,382 $117,000

Others Institutions Holding SHY

# of Institutions

1,181

Shares Held

214M

Call Options Held

311K

Put Options Held

40.1K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Global Retirement Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History