Legacy Capital Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 6,268 shares of SHY stock, worth $512,534. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,268
Previous 6,227 0.66%
Holding current value
$512,534
Previous $508,000 2.56%
% of portfolio
0.09%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$81.31 - $83.29 $3,333 - $3,414
41 Added 0.66%
6,268 $521,000
Q2 2024

Aug 01, 2024
BUY
$81.05 - $81.66 $504,698 - $508,496
6,227 New
6,227 $508,000
Q4 2023

Feb 05, 2024
SELL
$80.62 - $82.04 $5,159 - $5,250
-64 Reduced 1.18%
5,361 $439,000
Q3 2023

Oct 16, 2023
BUY
$80.71 - $81.38 $437,851 - $441,486
5,425 New
5,425 $439,000
Q1 2023

May 10, 2023
BUY
$80.51 - $82.52 $863,952 - $885,522
10,731 New
10,731 $881,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
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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