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

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $5.12 Million - $5.24 Million	63,140 Added 98.6%	127,177 $10.3 Million
Q2 2022 Aug 01, 2022	SELL	$81.97 - $83.48 $24 Million - $24.4 Million	-292,478 Reduced 82.04%	64,037 $5.3 Million
Q1 2022 May 05, 2022	BUY	$83.25 - $85.49 $15.2 Million - $15.7 Million	183,174 Added 105.67%	356,515 $29.7 Million
Q4 2021 Feb 09, 2022	BUY	$85.5 - $86.18 $5.79 Million - $5.84 Million	67,714 Added 64.11%	173,341 $14.8 Million
Q3 2021 Dec 10, 2021	SELL	$86.09 - $86.31 $450,164 - $451,314	-5,229 Reduced 4.72%	105,627 $21,000
Q2 2021 Aug 03, 2021	BUY	$86.11 - $86.32 $106,604 - $106,864	1,238 Added 1.13%	110,856 $9.55 Million
Q1 2021 Apr 12, 2021	SELL	$86.21 - $86.4 $62,588 - $62,726	-726 Reduced 0.66%	109,618 $9.46 Million
Q4 2020 Feb 02, 2021	SELL	$86.32 - $86.46 $16.4 Million - $16.5 Million	-190,330 Reduced 63.3%	110,344 $9.53 Million
Q3 2020 Oct 13, 2020	BUY	$86.46 - $86.63 $15.4 Million - $15.4 Million	177,748 Added 144.6%	300,674 $26 Million
Q2 2020 Jul 27, 2020	SELL	$86.48 - $86.8 $3.52 Million - $3.54 Million	-40,731 Reduced 24.89%	122,926 $10.6 Million
Q1 2020 May 13, 2020	BUY	$84.67 - $86.69 $13.9 Million - $14.2 Million	163,657 New	163,657 $14.2 Million
Q1 2019 May 09, 2019	SELL	$83.51 - $84.18 $1.1 Million - $1.1 Million	-13,118 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	$82.85 - $83.62 $1.09 Million - $1.1 Million	13,118 New	13,118 $1.1 Million
Q2 2018 Aug 08, 2018	SELL	$83.11 - $83.6 $1.19 Million - $1.2 Million	-14,318 Closed	0 $0
Q1 2018 May 03, 2018	BUY	$83.38 - $83.82 $1.19 Million - $1.2 Million	14,318 New	14,318 $1.19 Million

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

About ISHARES BARCLAYS 1-3 YEAR TREA

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