Ma Private Wealth Ishares Barclays 1 3 Year Trea Transaction History

Ma Private Wealth

$505 Million
Q2 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

1,186

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ma Private Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Ma Private Wealth with notifications on news.