Latko Wealth Management, Ltd. Ishares Barclays 1 3 Year Trea Transaction History

Latko Wealth Management, Ltd.

  • $178 Million
  • Q2 2025

A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 18,002 shares of SHY stock, worth $1.49 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
18,002
Previous 12,943 39.09%
Holding current value
$1.49 Million
Previous $1.07 Million 39.31%
% of portfolio
0.84%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$82.21 - $83.12 $415,900 - $420,504
5,059 Added 39.09%
18,002 $1.49 Million
Q1 2025

Apr 15, 2025
BUY
$81.83 - $82.73 $365,125 - $369,141
4,462 Added 52.61%
12,943 $1.07 Million
Q4 2024

Jan 30, 2025
BUY
$81.68 - $82.93 $175,203 - $177,884
2,145 Added 33.85%
8,481 $695,000
Q3 2024

Oct 29, 2024
BUY
$81.31 - $83.29 $515,180 - $527,725
6,336 New
6,336 $527,000

Others Institutions Holding SHY

# of Institutions
1,347
Shares Held
287M
Call Options Held
40.9K
Put Options Held
41.6K
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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