Modern Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Modern Wealth Management, LLC holds 82,749 shares of SHY stock, worth $6.79 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
82,749
Previous 79,197 4.49%
Holding current value
$6.79 Million
Previous $6.44 Billion 4.96%
% of portfolio
0.49%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$81.05 - $81.66 $287,889 - $290,056
3,552 Added 4.49%
82,749 $6.76 Billion
Q1 2024

May 13, 2024
BUY
$81.49 - $82.34 $5.45 Million - $5.5 Million
66,853 Added 541.58%
79,197 $6.44 Billion
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $995,173 - $1.01 Million
12,344 New
12,344 $1.01 Billion

Others Institutions Holding SHY

# of Institutions
1,183
Shares Held
214M
Call Options Held
311K
Put Options Held
40.1K
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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