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

Jgp Wealth Management, LLC

  • $774 Million
  • Q3 2024

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 9,906 shares of SHY stock, worth $813,381. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,906
Previous 8,081 22.58%
Holding current value
$813,381
Previous $659,000 24.89%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 09, 2024
BUY
$81.31 - $83.29 $148,390 - $152,004
1,825 Added 22.58%
9,906 $823,000
Q2 2024

Jul 12, 2024
BUY
$81.05 - $81.66 $654,965 - $659,894
8,081 New
8,081 $659,000
Q2 2021

Aug 12, 2021
SELL
$86.11 - $86.32 $466,457 - $467,595
-5,417 Closed
0 $0
Q1 2021

Apr 28, 2021
BUY
$86.21 - $86.4 $466,999 - $468,028
5,417 New
5,417 $467,000

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

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email