Golden State Equity Partners Ishares Barclays 1 3 Year Trea Transaction History

Golden State Equity Partners

$182 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	SELL	$81.31 - $83.29 $149,041 - $152,670	-1,833 Reduced 6.02%	28,592 $2.38 Million
Q2 2024 Jul 29, 2024	BUY	$81.05 - $81.66 $1.33 Million - $1.34 Million	16,391 Added 116.79%	30,425 $2.48 Million
Q4 2023 Feb 02, 2024	SELL	$80.62 - $82.04 $721,468 - $734,175	-8,949 Reduced 38.94%	14,034 $1.15 Million
Q3 2023 Oct 20, 2023	BUY	$80.71 - $81.38 $729,860 - $735,919	9,043 Added 64.87%	22,983 $1.86 Million
Q2 2023 Jul 19, 2023	SELL	$81.05 - $82.41 $575,941 - $585,605	-7,106 Reduced 33.76%	13,940 $1.13 Million
Q1 2023 Jun 01, 2023	BUY	$80.51 - $82.52 $348,125 - $356,816	4,324 Added 25.86%	21,046 $1.73 Billion
Q1 2022 May 18, 2022	BUY	$83.25 - $85.49 $543,872 - $558,506	6,533 Added 64.12%	16,722 $1.39 Million
Q1 2022 May 16, 2022	SELL	$83.25 - $85.49 $519,313 - $533,286	-6,238 Reduced 37.97%	10,189 $879,000
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $291,384 - $293,701	3,408 Added 26.18%	16,427 $1.41 Million
Q3 2021 Nov 15, 2021	BUY	$86.09 - $86.31 $219,012 - $219,572	2,544 Added 24.29%	13,019 $1.12 Million
Q2 2021 Aug 12, 2021	BUY	$86.11 - $86.32 $24,627 - $24,687	286 Added 2.81%	10,475 $903,000
Q1 2021 May 13, 2021	BUY	$86.21 - $86.4 $878,393 - $880,329	10,189 New	10,189 $879,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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