Ma Private Wealth Ishares Barclays 1 3 Year Trea Transaction History

Ma Private Wealth

$533 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$81.97 - $83.48 $535,837 - $545,708	-6,537 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$83.25 - $85.49 $556,193 - $571,158	-6,681 Reduced 50.54%	6,537 $545,000
Q4 2021 Jan 19, 2022	BUY	$85.5 - $86.18 $342 - $344	4 Added 0.03%	13,218 $1.13 Million
Q3 2021 Nov 02, 2021	SELL	$86.09 - $86.31 $3.18 Million - $3.19 Million	-36,989 Reduced 73.68%	13,214 $1.14 Million
Q2 2021 Jul 22, 2021	SELL	$86.11 - $86.32 $110,737 - $111,007	-1,286 Reduced 2.5%	50,203 $4.33 Million
Q1 2021 Apr 26, 2021	BUY	$86.21 - $86.4 $1,034 - $1,036	12 Added 0.02%	51,489 $4.44 Million
Q4 2020 Jan 11, 2021	SELL	$86.32 - $86.46 $76,652 - $76,776	-888 Reduced 1.7%	51,477 $4.45 Million
Q3 2020 Oct 26, 2020	SELL	$86.46 - $86.63 $22,220 - $22,263	-257 Reduced 0.49%	52,365 $4.53 Million
Q2 2020 Jul 14, 2020	SELL	$86.48 - $86.8 $54,655 - $54,857	-632 Reduced 1.19%	52,622 $4.56 Million
Q1 2020 Apr 16, 2020	BUY	$84.67 - $86.69 $8,975 - $9,189	106 Added 0.2%	53,254 $4.62 Million
Q4 2019 Jan 27, 2020	BUY	$84.51 - $85.05 $616,162 - $620,099	7,291 Added 15.9%	53,148 $4.5 Million
Q3 2019 Oct 10, 2019	BUY	$84.4 - $85.1 $34,013 - $34,295	403 Added 0.89%	45,857 $3.89 Million
Q2 2019 Jul 17, 2019	BUY	$83.84 - $84.81 $164,326 - $166,227	1,960 Added 4.51%	45,454 $3.85 Million
Q1 2019 Apr 24, 2019	SELL	$83.51 - $84.18 $186,143 - $187,637	-2,229 Reduced 4.88%	43,494 $3.66 Million
Q4 2018 Feb 08, 2019	BUY	$82.85 - $83.62 $3.79 Million - $3.82 Million	45,723 New	45,723 $3.82 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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