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

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 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 4,190 shares of SHY stock, worth $342,700. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,190
Previous 4,012 4.44%
Holding current value
$342,700
Previous $328 Million 6.36%
% of portfolio
0.16%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,212
Shares Held
233M
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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