Horizon Family Wealth, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Horizon Family Wealth, Inc.

$132 Million
Q3 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 7,108 shares of SHY stock, worth $583,069. This represents 0.45% of its overall portfolio holdings.

Number of Shares

7,108

Previous 7,112 0.06%

Holding current value

$583,069

Previous $580,000 1.9%

% of portfolio

0.45%

Previous 0.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$81.31 - $83.29 $325 - $333	-4 Reduced 0.06%	7,108 $591,000
Q2 2024 Aug 07, 2024	BUY	$81.05 - $81.66 $375,585 - $378,412	4,634 Added 187.01%	7,112 $580,000
Q1 2024 May 09, 2024	SELL	$81.49 - $82.34 $81,490 - $82,340	-1,000 Reduced 28.75%	2,478 $202,000
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $280,396 - $285,335	3,478 New	3,478 $285,000

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

Ticker SHY
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Horizon Family Wealth, Inc. Ishares Barclays 1 3 Year Trea Transaction History