Insight Wealth Strategies, LLC Ishares Barclays 1 3 Year Trea Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 151,717 shares of SHY stock, worth $12.5 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

151,717

Previous 104,247 45.54%

Holding current value

$12.5 Million

Previous $8.51 Million 48.22%

% of portfolio

1.69%

Previous 1.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$81.31 - $83.29 $3.86 Million - $3.95 Million	47,470 Added 45.54%	151,717 $12.6 Million
Q2 2024 Jul 08, 2024	BUY	$81.05 - $81.66 $395,929 - $398,909	4,885 Added 4.92%	104,247 $8.51 Million
Q1 2024 Apr 05, 2024	BUY	$81.49 - $82.34 $1.88 Million - $1.9 Million	23,054 Added 30.21%	99,362 $8.13 Million
Q4 2023 Jan 12, 2024	BUY	$80.62 - $82.04 $787,012 - $800,874	9,762 Added 14.67%	76,308 $6.26 Million
Q3 2023 Oct 13, 2023	BUY	$80.71 - $81.38 $821,627 - $828,448	10,180 Added 18.06%	66,546 $5.39 Million
Q2 2023 Jul 14, 2023	SELL	$81.05 - $82.41 $13,859 - $14,092	-171 Reduced 0.3%	56,366 $4.57 Million
Q1 2023 Apr 06, 2023	SELL	$80.51 - $82.52 $310,366 - $318,114	-3,855 Reduced 6.38%	56,537 $4.65 Million
Q4 2022 Jan 06, 2023	SELL	$80.6 - $81.52 $4.76 Million - $4.81 Million	-59,057 Reduced 49.44%	60,392 $0
Q2 2022 Jul 01, 2022	SELL	$81.97 - $83.48 $68,854 - $70,123	-840 Reduced 0.7%	119,449 $9.89 Million
Q1 2022 Apr 12, 2022	SELL	$83.25 - $85.49 $4.13 Million - $4.24 Million	-49,605 Reduced 29.2%	120,289 $10 Million
Q4 2021 Jan 31, 2022	BUY	$85.5 - $86.18 $14.1 Million - $14.2 Million	164,847 Added 3266.24%	169,894 $14.5 Million
Q3 2021 Oct 28, 2021	SELL	$86.09 - $86.31 $29,012 - $29,086	-337 Reduced 6.26%	5,047 $435,000
Q2 2021 Aug 12, 2021	SELL	$86.11 - $86.32 $188,925 - $189,386	-2,194 Reduced 28.95%	5,384 $464,000
Q1 2021 May 12, 2021	SELL	$86.21 - $86.4 $139,660 - $139,968	-1,620 Reduced 17.61%	7,578 $654,000
Q4 2020 Feb 05, 2021	SELL	$86.32 - $86.46 $158,138 - $158,394	-1,832 Reduced 16.61%	9,198 $794,000
Q3 2020 Oct 29, 2020	SELL	$86.46 - $86.63 $2.45 Million - $2.46 Million	-28,384 Reduced 72.02%	11,030 $954,000
Q2 2020 Jul 31, 2020	BUY	$86.48 - $86.8 $3.41 Million - $3.42 Million	39,414 New	39,414 $3.41 Million

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Insight Wealth Strategies, LLC Ishares Barclays 1 3 Year Trea Transaction History