Lakeridge Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,241 shares of SHY stock, worth $269,489. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,241
Previous 4,549 28.75%
Holding current value
$269,489
Previous $372 Million 28.87%
% of portfolio
0.16%
Previous 0.24%

Shares

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

Aug 01, 2024
SELL
$81.05 - $81.66 $106,013 - $106,811
-1,308 Reduced 28.75%
3,241 $265 Million
Q1 2024

Apr 29, 2024
BUY
$81.49 - $82.34 $40,337 - $40,758
495 Added 12.21%
4,549 $372 Million
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $326,833 - $332,590
4,054 New
4,054 $333 Million

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
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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