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

Kathleen S. Wright Associates Inc.

$246 Million
Q3 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 12,491 shares of SHY stock, worth $1.02 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

12,491

Previous 11,383 9.73%

Holding current value

$1.02 Million

Previous $929,000 11.73%

% of portfolio

0.42%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$81.31 - $83.29 $90,091 - $92,285	1,108 Added 9.73%	12,491 $1.04 Million
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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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