Heritage Oak Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,653 shares of SHY stock, worth $217,466. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,653
Previous 4,190 36.68%
Holding current value
$217,466
Previous $348 Million 37.57%
% of portfolio
0.1%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$81.68 - $82.93 $125,542 - $127,463
-1,537 Reduced 36.68%
2,653 $217 Million
Q3 2024

Oct 23, 2024
BUY
$81.31 - $83.29 $14,473 - $14,825
178 Added 4.44%
4,190 $348 Million
Q2 2024

Aug 28, 2024
BUY
$81.05 - $81.66 $325,172 - $327,619
4,012 New
4,012 $328 Million

Others Institutions Holding SHY

# of Institutions
1,256
Shares Held
241M
Call Options Held
466K
Put Options Held
196K
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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