Lwm Advisors Inc Ishares Barclays 1 3 Year Trea Transaction History

Lwm Advisors Inc

  • $97.3 Billion
  • Q1 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lwm Advisors Inc holds 99,174 shares of SHY stock, worth $8.24 Million. This represents 8.41% of its overall portfolio holdings.

Number of Shares
99,174
Previous 104,532 5.13%
Holding current value
$8.24 Million
Previous $8.57 Billion 4.54%
% of portfolio
8.41%
Previous 8.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$81.83 - $82.73 $438,445 - $443,267
-5,358 Reduced 5.13%
99,174 $8.18 Billion
Q4 2024

May 13, 2025
BUY
$81.68 - $82.93 $8.54 Million - $8.67 Million
104,532 New
104,532 $8.57 Billion

Others Institutions Holding SHY

# of Institutions
1,320
Shares Held
234M
Call Options Held
32.3K
Put Options Held
9.6K
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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