High Mark Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, High Mark Wealth Management LLC holds 1,182 shares of SHY stock, worth $97,905. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,182
Previous 1,171 0.94%
Holding current value
$97,905
Previous $97,000 1.03%
% of portfolio
0.05%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$82.38 - $83.0 $906 - $913
11 Added 0.94%
1,182 $98,000
Q2 2025

Jul 21, 2025
BUY
$82.21 - $83.12 $96,267 - $97,333
1,171 New
1,171 $97,000
Q3 2024

Oct 17, 2024
SELL
$81.31 - $83.29 $33,499 - $34,315
-412 Reduced 5.67%
6,856 $570,000
Q2 2024

Jul 29, 2024
SELL
$81.05 - $81.66 $39,390 - $39,686
-486 Reduced 6.27%
7,268 $593,000
Q1 2024

Apr 26, 2024
SELL
$81.49 - $82.34 $365,156 - $368,965
-4,481 Reduced 36.62%
7,754 $634,000
Q4 2023

Jan 22, 2024
SELL
$80.62 - $82.04 $540,476 - $549,996
-6,704 Reduced 35.4%
12,235 $1 Million
Q3 2023

Oct 18, 2023
SELL
$80.71 - $81.38 $24,293 - $24,495
-301 Reduced 1.56%
18,939 $1.53 Million
Q2 2023

Jul 26, 2023
SELL
$81.05 - $82.41 $1,215 - $1,236
-15 Reduced 0.08%
19,240 $1.56 Million
Q1 2023

Apr 20, 2023
SELL
$80.51 - $82.52 $15,699 - $16,091
-195 Reduced 1.0%
19,255 $1.58 Million
Q4 2022

Feb 01, 2023
SELL
$80.6 - $81.52 $168,454 - $170,376
-2,090 Reduced 9.7%
19,450 $1.58 Million
Q3 2022

Oct 21, 2022
SELL
$81.04 - $83.06 $13,938 - $14,286
-172 Reduced 0.79%
21,540 $1.75 Million
Q2 2022

Jul 19, 2022
SELL
$81.97 - $83.48 $549,280 - $559,399
-6,701 Reduced 23.58%
21,712 $1.8 Million
Q1 2022

Apr 25, 2022
SELL
$83.25 - $85.49 $273,143 - $280,492
-3,281 Reduced 10.35%
28,413 $2.38 Million
Q4 2021

Jan 20, 2022
SELL
$85.5 - $86.18 $203,233 - $204,849
-2,377 Reduced 6.98%
31,694 $2.71 Million
Q3 2021

Nov 01, 2021
BUY
$86.09 - $86.31 $194,391 - $194,887
2,258 Added 7.1%
34,071 $2.94 Million
Q2 2021

Aug 02, 2021
BUY
$86.11 - $86.32 $43,399 - $43,505
504 Added 1.61%
31,813 $2.74 Million
Q1 2021

Apr 22, 2021
SELL
$86.21 - $86.4 $665,196 - $666,662
-7,716 Reduced 19.77%
31,309 $2.7 Million
Q4 2020

Jan 27, 2021
SELL
$86.32 - $86.46 $18,472 - $18,502
-214 Reduced 0.55%
39,025 $3.37 Million
Q3 2020

Oct 26, 2020
SELL
$86.46 - $86.63 $190,384 - $190,759
-2,202 Reduced 5.31%
39,239 $3.4 Million
Q2 2020

Jul 22, 2020
BUY
$86.48 - $86.8 $58,287 - $58,503
674 Added 1.65%
41,441 $3.59 Million
Q1 2020

Apr 30, 2020
BUY
$84.67 - $86.69 $143,769 - $147,199
1,698 Added 4.35%
40,767 $3.53 Million
Q4 2019

Mar 19, 2020
BUY
$84.51 - $85.05 $3.3 Million - $3.32 Million
39,069 New
39,069 $3.31 Million

Others Institutions Holding SHY

# of Institutions
1,343
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
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More about SHY
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