Mbl Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Mbl Wealth, LLC

  • $830 Million
  • Q1 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mbl Wealth, LLC holds 220,210 shares of SHY stock, worth $18 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
220,210
Previous 206,187 6.8%
Holding current value
$18 Million
Previous $16.9 Million 6.46%
% of portfolio
2.17%
Previous 2.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$81.49 - $82.34 $1.14 Million - $1.15 Million
14,023 Added 6.8%
220,210 $18 Million
Q4 2023

Jan 18, 2024
BUY
$80.62 - $82.04 $470,417 - $478,703
5,835 Added 2.91%
206,187 $16.9 Million
Q3 2023

Oct 11, 2023
BUY
$80.71 - $81.38 $1.08 Million - $1.09 Million
13,348 Added 7.14%
200,352 $16.2 Million
Q2 2023

Jul 17, 2023
BUY
$81.05 - $82.41 $672,877 - $684,167
8,302 Added 4.65%
187,004 $15.2 Million
Q1 2023

Apr 11, 2023
BUY
$80.51 - $82.52 $4.25 Million - $4.35 Million
52,729 Added 41.86%
178,702 $14.7 Million
Q4 2022

Jan 12, 2023
BUY
$80.6 - $81.52 $590,798 - $597,541
7,330 Added 6.18%
125,973 $10.2 Million
Q3 2022

Jan 12, 2023
BUY
$81.22 - $83.06 $1.21 Million - $1.24 Million
14,894 Added 14.36%
118,643 $9.64 Million
Q2 2022

Jan 12, 2023
BUY
$81.97 - $83.48 $1.5 Million - $1.53 Million
18,337 Added 21.47%
103,749 $8.59 Million
Q1 2022

May 02, 2022
BUY
$83.25 - $85.49 $7.11 Million - $7.3 Million
85,412 New
85,412 $7.12 Million
Q3 2021

Oct 25, 2021
SELL
$86.09 - $86.31 $661,773 - $663,464
-7,687 Closed
0 $0
Q1 2021

May 27, 2021
SELL
$86.21 - $86.4 $345,960 - $346,723
-4,013 Reduced 34.3%
7,687 $663,000
Q4 2020

Feb 16, 2021
BUY
$86.32 - $86.46 $1.01 Million - $1.01 Million
11,700 New
11,700 $1.01 Million

Others Institutions Holding SHY

# of Institutions
1,185
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
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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