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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.