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

Latko Wealth Management, Ltd.

  • $154 Million
  • Q1 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 12,943 shares of SHY stock, worth $1.08 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
12,943
Previous 8,481 52.61%
Holding current value
$1.08 Million
Previous $695,000 54.1%
% of portfolio
0.69%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,303
Shares Held
240M
Call Options Held
359K
Put Options Held
44.4K
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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