Lake Point Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lake Point Wealth Management holds 3 shares of SHY stock, worth $246. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 3 -0.0%
Holding current value
$246
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 04, 2021
SELL
$86.11 - $86.32 $1,291 - $1,294
-15 Reduced 83.33%
3 $0
Q4 2019

Feb 13, 2020
SELL
$84.51 - $85.05 $4,563 - $4,592
-54 Reduced 75.0%
18 $2,000
Q1 2019

Aug 07, 2019
SELL
$83.51 - $84.18 $389,407 - $392,531
-4,663 Reduced 98.48%
72 $6,000
Q1 2019

Jun 03, 2019
BUY
$83.51 - $84.18 $4,509 - $4,545
54 Added 1.15%
4,735 $388,000
Q4 2018

Aug 07, 2019
SELL
$82.85 - $83.62 $4,473 - $4,515
-54 Reduced 1.14%
4,681 $391,000
Q4 2018

Feb 21, 2019
BUY
$82.85 - $83.62 $392,294 - $395,940
4,735 New
4,735 $388,000

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
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email