Kathleen S. Wright Associates Inc. Ishares Barclays 1 3 Year Trea Transaction History

Kathleen S. Wright Associates Inc.

  • $221 Million
  • Q2 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 11,383 shares of SHY stock, worth $947,862. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,383
Previous 12,186 6.59%
Holding current value
$947,862
Previous $996,000 6.73%
% of portfolio
0.42%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$81.05 - $81.66 $65,083 - $65,572
-803 Reduced 6.59%
11,383 $929,000
Q1 2024

Apr 17, 2024
BUY
$81.49 - $82.34 $120,523 - $121,780
1,479 Added 13.81%
12,186 $996,000
Q4 2023

Jan 31, 2024
BUY
$80.62 - $82.04 $14,269 - $14,521
177 Added 1.68%
10,707 $878,000
Q3 2023

Oct 20, 2023
BUY
$80.71 - $81.38 $179,579 - $181,070
2,225 Added 26.79%
10,530 $852,000
Q2 2023

Jul 20, 2023
BUY
$81.05 - $82.41 $405 - $412
5 Added 0.06%
8,305 $673,000
Q4 2022

Feb 01, 2023
BUY
$80.6 - $81.52 $668,980 - $676,616
8,300 New
8,300 $673,000

Others Institutions Holding SHY

# of Institutions
1,186
Shares Held
224M
Call Options Held
311K
Put Options Held
40.1K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
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