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

Legacy Capital Wealth Partners, LLC

$437 Million
Q1 2025

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 5,025 shares of SHY stock, worth $417,678. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,025

Previous 6,029 16.65%

Holding current value

$417,678

Previous $494,000 15.99%

% of portfolio

0.09%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$81.83 - $82.73 $82,157 - $83,060	-1,004 Reduced 16.65%	5,025 $415,000
Q4 2024 Jan 30, 2025	SELL	$81.68 - $82.93 $19,521 - $19,820	-239 Reduced 3.81%	6,029 $494,000
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

1,310

Shares Held

235M

Call Options Held

182K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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