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 $812,589. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,906
Previous 8,081 22.58%
Holding current value
$812,589
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
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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