Heritage Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,795 shares of SHY stock, worth $393,333. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,795
Previous 5,666 15.37%
Holding current value
$393,333
Previous $463 Million 13.82%
% of portfolio
0.47%
Previous 0.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$81.31 - $83.29 $70,821 - $72,545
-871 Reduced 15.37%
4,795 $399 Million
Q2 2024

Jul 05, 2024
SELL
$81.05 - $81.66 $116,630 - $117,508
-1,439 Reduced 20.25%
5,666 $463 Million
Q4 2023

Jan 19, 2024
SELL
$80.62 - $82.04 $12,093 - $12,306
-150 Reduced 2.07%
7,105 $583 Million
Q3 2023

Oct 18, 2023
SELL
$80.71 - $81.38 $35,835 - $36,132
-444 Reduced 5.77%
7,255 $587 Million
Q2 2023

Aug 11, 2023
BUY
$81.05 - $82.41 $624,003 - $634,474
7,699 New
7,699 $624 Million

Others Institutions Holding SHY

# of Institutions
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
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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