Independent Solutions Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 84,293 shares of SHY stock, worth $7.01 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
84,293
Previous 83,363 1.12%
Holding current value
$7.01 Million
Previous $6.83 Billion 2.04%
% of portfolio
1.56%
Previous 1.49%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$81.83 - $82.73 $76,101 - $76,938
930 Added 1.12%
84,293 $6.97 Billion
Q4 2024

Feb 11, 2025
SELL
$81.68 - $82.93 $2.2 Million - $2.24 Million
-26,962 Reduced 24.44%
83,363 $6.83 Billion
Q3 2024

Dec 19, 2024
SELL
$81.31 - $83.29 $98,059 - $100,447
-1,206 Reduced 1.08%
110,325 $9.17 Billion
Q2 2024

Dec 19, 2024
BUY
$81.05 - $81.66 $30,555 - $30,785
377 Added 0.34%
111,531 $9.11 Billion
Q1 2024

Dec 19, 2024
BUY
$81.49 - $82.34 $929,719 - $939,417
11,409 Added 11.44%
111,154 $9.09 Billion
Q4 2023

Dec 19, 2024
SELL
$80.62 - $82.04 $864,327 - $879,550
-10,721 Reduced 9.71%
99,745 $8.18 Billion
Q3 2023

Dec 19, 2024
SELL
$80.71 - $81.38 $391,362 - $394,611
-4,849 Reduced 4.21%
110,466 $8.94 Billion
Q2 2023

Dec 19, 2024
BUY
$81.05 - $82.41 $29,015 - $29,502
358 Added 0.31%
115,315 $9.35 Billion
Q1 2023

Dec 19, 2024
BUY
$80.51 - $82.52 $522,107 - $535,142
6,485 Added 5.98%
114,957 $9.44 Billion
Q4 2022

Dec 19, 2024
SELL
$80.6 - $81.52 $163,779 - $165,648
-2,032 Reduced 1.84%
108,472 $8.8 Billion
Q3 2022

Dec 19, 2024
SELL
$81.04 - $83.06 $261,516 - $268,034
-3,227 Reduced 2.84%
110,504 $8.97 Billion
Q2 2022

Dec 19, 2024
SELL
$81.97 - $83.48 $884,128 - $900,415
-10,786 Reduced 8.66%
113,731 $9.42 Billion
Q1 2022

Dec 19, 2024
SELL
$83.25 - $85.49 $168,747 - $173,288
-2,027 Reduced 1.6%
124,517 $10.4 Billion
Q4 2021

Dec 19, 2024
SELL
$85.5 - $86.18 $825,331 - $831,895
-9,653 Reduced 7.09%
126,544 $10.8 Billion
Q3 2021

Dec 19, 2024
SELL
$86.09 - $86.31 $723,069 - $724,917
-8,399 Reduced 5.81%
136,197 $11.7 Billion
Q2 2021

Dec 19, 2024
SELL
$86.11 - $86.32 $152,673 - $153,045
-1,773 Reduced 1.21%
144,596 $12.5 Billion
Q1 2021

Dec 19, 2024
BUY
$86.21 - $86.4 $2.87 Million - $2.88 Million
33,295 Added 29.45%
146,369 $12.6 Billion
Q4 2020

Dec 19, 2024
BUY
$86.32 - $86.46 $1.47 Million - $1.47 Million
17,000 Added 17.69%
113,074 $9.77 Billion
Q3 2020

Dec 19, 2024
BUY
$86.46 - $86.63 $1.67 Million - $1.68 Million
19,363 Added 25.24%
96,074 $8.31 Billion
Q2 2020

Dec 19, 2024
BUY
$86.48 - $86.8 $1.05 Million - $1.06 Million
12,158 Added 18.83%
76,711 $6.64 Billion
Q1 2020

Dec 19, 2024
SELL
$84.67 - $86.69 $3,640 - $3,727
-43 Reduced 0.07%
64,553 $5.59 Billion
Q4 2019

Dec 13, 2024
BUY
$84.51 - $85.05 $5.46 Million - $5.49 Million
64,596 New
64,596 $5.47 Billion

Others Institutions Holding SHY

# of Institutions
1,303
Shares Held
241M
Call Options Held
359K
Put Options Held
44.4K
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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