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

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

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 464,347 shares of SHY stock, worth $38.6 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

464,347

Previous 392,219 18.39%

Holding current value

$38.6 Million

Previous $32.4 Million 18.57%

% of portfolio

1.02%

Previous 1.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$82.21 - $83.12 $5.93 Million - $6 Million	72,128 Added 18.39%	464,347 $38.5 Million
Q1 2025 May 30, 2025	BUY	$81.83 - $82.73 $62,518 - $63,205	764 Added 0.2%	392,219 $32.4 Million
Q1 2025 May 15, 2025	BUY	$81.83 - $82.73 $688,517 - $696,090	8,414 Added 2.2%	391,455 $32.4 Billion
Q4 2024 May 30, 2025	SELL	$81.68 - $82.93 $1.64 Million - $1.66 Million	-20,068 Reduced 5.13%	371,387 $30.4 Million
Q4 2024 May 29, 2025	SELL	$81.68 - $82.93 $1.64 Million - $1.66 Million	-20,068 Reduced 5.13%	371,387 $30.4 Million
Q4 2024 Feb 11, 2025	BUY	$81.68 - $82.93 $24.1 Million - $24.5 Million	295,217 Added 336.15%	383,041 $31.4 Billion
Q3 2024 May 30, 2025	SELL	$81.31 - $83.29 $24.7 Million - $25.3 Million	-303,784 Reduced 77.6%	87,671 $7.29 Million
Q3 2024 May 29, 2025	SELL	$81.31 - $83.29 $24.7 Million - $25.3 Million	-303,784 Reduced 77.6%	87,671 $7.29 Million
Q3 2024 Nov 05, 2024	BUY	$81.31 - $83.29 $412,648 - $422,696	5,075 Added 6.13%	87,824 $7.3 Billion
Q2 2024 May 29, 2025	SELL	$81.05 - $81.66 $25 Million - $25.2 Million	-308,888 Reduced 78.91%	82,567 $6.74 Million
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 28, 2025	SELL	$81.49 - $82.34 $27 Million - $27.3 Million	-331,324 Reduced 84.64%	60,131 $4.92 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 May 28, 2025	SELL	$80.62 - $82.04 $30.6 Million - $31.1 Million	-378,995 Reduced 96.82%	12,460 $1.02 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

1,334

Shares Held

244M

Call Options Held

40.9K

Put Options Held

41.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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