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 4,775 shares of SHY stock, worth $392,696. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,775
Previous 7,108 32.82%
Holding current value
$392,696
Previous $591,000 33.84%
% of portfolio
0.27%
Previous 0.45%

Shares

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

Feb 11, 2025

SELL
$81.68 - $82.93 $190,559 - $193,475
-2,333 Reduced 32.82%
4,775 $391,000
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

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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