Henrickson Nauta Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$248 Million
Q3 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 9,639 shares of SHY stock, worth $788,566. This represents 0.32% of its overall portfolio holdings.

Number of Shares

9,639

Previous 9,577 0.65%

Holding current value

$788,566

Previous $781,000 2.56%

% of portfolio

0.32%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$81.31 - $83.29 $5,041 - $5,163	62 Added 0.65%	9,639 $801,000
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $55,276 - $55,692	-682 Reduced 6.65%	9,577 $781,000
Q1 2024 Apr 15, 2024	SELL	$81.49 - $82.34 $59,243 - $59,861	-727 Reduced 6.62%	10,259 $838,000
Q4 2023 Jan 12, 2024	SELL	$80.62 - $82.04 $6,852 - $6,973	-85 Reduced 0.77%	10,986 $901,000
Q3 2023 Oct 10, 2023	SELL	$80.71 - $81.38 $19,693 - $19,856	-244 Reduced 2.16%	11,071 $896,000
Q2 2023 Jul 12, 2023	SELL	$81.05 - $82.41 $26,341 - $26,783	-325 Reduced 2.79%	11,315 $917,000
Q1 2023 Apr 11, 2023	BUY	$80.51 - $82.52 $8,051 - $8,252	100 Added 0.87%	11,640 $956,000
Q4 2022 Feb 02, 2023	SELL	$80.6 - $81.52 $96,639 - $97,742	-1,199 Reduced 9.41%	11,540 $936,000
Q3 2022 Oct 26, 2022	BUY	$81.04 - $83.06 $126,098 - $129,241	1,556 Added 13.91%	12,739 $1.03 Million
Q2 2022 Aug 09, 2022	BUY	$81.97 - $83.48 $202,465 - $206,195	2,470 Added 28.35%	11,183 $926,000
Q1 2022 May 16, 2022	SELL	$83.25 - $85.49 $226,440 - $232,532	-2,720 Reduced 23.79%	8,713 $726,000
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $977,521 - $985,295	11,433 New	11,433 $974,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Henrickson Nauta Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History