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

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 9,898 shares of SHY stock, worth $805,499. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,898
Previous 8,870 11.59%
Holding current value
$805,499
Previous $719,000 11.4%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$80.71 - $81.38 $82,969 - $83,658
1,028 Added 11.59%
9,898 $801,000
Q2 2023

Aug 03, 2023
BUY
$81.05 - $82.41 $431,834 - $439,080
5,328 Added 150.42%
8,870 $719,000
Q1 2023

May 11, 2023
BUY
$80.51 - $82.52 $285,166 - $292,285
3,542 New
3,542 $291,000
Q2 2022

Jul 19, 2022
SELL
$81.97 - $83.48 $431,244 - $439,188
-5,261 Closed
0 $0
Q1 2022

Apr 19, 2022
SELL
$83.25 - $85.49 $288,128 - $295,880
-3,461 Reduced 39.68%
5,261 $439,000
Q4 2021

Jan 19, 2022
BUY
$85.5 - $86.18 $184,594 - $186,062
2,159 Added 32.9%
8,722 $746,000
Q3 2021

Nov 15, 2021
BUY
$86.09 - $86.31 $61,382 - $61,539
713 Added 12.19%
6,563 $565,000
Q2 2021

Jul 30, 2021
BUY
$86.11 - $86.32 $503,743 - $504,971
5,850 New
5,850 $504,000
Q1 2018

May 15, 2018
SELL
$83.38 - $83.82 $6,336 - $6,370
-76 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
$83.78 - $84.55 $6,367 - $6,425
76
76 $6,000

Others Institutions Holding SHY

# of Institutions
1,183
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
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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