A detailed history of Independent Wealth Network Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Independent Wealth Network Inc. holds 21,526 shares of SHY stock, worth $1.77 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
21,526
Previous 19,835 8.53%
Holding current value
$1.77 Million
Previous $1.62 Million 10.5%
% of portfolio
0.82%
Previous 0.78%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$81.31 - $83.29 $137,495 - $140,843
1,691 Added 8.53%
21,526 $1.79 Million
Q2 2024

Jul 18, 2024

SELL
$81.05 - $81.66 $484,841 - $488,490
-5,982 Reduced 23.17%
19,835 $1.62 Million
Q1 2024

May 20, 2024

BUY
$81.49 - $82.34 $2.1 Million - $2.13 Million
25,817 New
25,817 $2.11 Million
Q4 2023

Jan 12, 2024

BUY
$80.62 - $82.04 $80,620 - $82,040
1,000 Added 4.13%
25,187 $2.07 Million
Q3 2023

Oct 11, 2023

BUY
$80.71 - $81.38 $218,804 - $220,621
2,711 Added 12.62%
24,187 $1.96 Million
Q2 2023

Jul 12, 2023

SELL
$81.05 - $82.41 $1.1 Million - $1.12 Million
-13,612 Reduced 38.79%
21,476 $1.74 Million
Q1 2023

Apr 18, 2023

BUY
$80.51 - $82.52 $57,242 - $58,671
711 Added 2.07%
35,088 $2.88 Million
Q4 2022

Jan 25, 2023

BUY
$80.6 - $81.52 $1.1 Million - $1.11 Million
13,600 Added 65.46%
34,377 $0
Q3 2022

Oct 17, 2022

BUY
$81.04 - $83.06 $6,159 - $6,312
76 Added 0.37%
20,777 $1.69 Million
Q2 2022

Jul 26, 2022

BUY
$81.97 - $83.48 $23,115 - $23,541
282 Added 1.38%
20,701 $1.71 Million
Q1 2022

Apr 20, 2022

BUY
$83.25 - $85.49 $1.48 Million - $1.52 Million
17,764 Added 669.08%
20,419 $1.7 Million
Q4 2021

Feb 10, 2022

SELL
$85.5 - $86.18 $37,791 - $38,091
-442 Reduced 14.27%
2,655 $227,000
Q3 2021

Nov 04, 2021

BUY
$86.09 - $86.31 $266,620 - $267,302
3,097 New
3,097 $266,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


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