Moulton Wealth Management, Inc Ishares Barclays 1 3 Year Trea Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 10,961 shares of SHY stock, worth $899,130. This represents 0.77% of its overall portfolio holdings.

Number of Shares
10,961
Previous 8,937 22.65%
Holding current value
$899,130
Previous $729,000 24.97%
% of portfolio
0.77%
Previous 0.68%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$81.31 - $83.29 $164,571 - $168,578
2,024 Added 22.65%
10,961 $911,000
Q2 2024

Jul 16, 2024
BUY
$81.05 - $81.66 $12,481 - $12,575
154 Added 1.75%
8,937 $729,000
Q1 2024

Apr 10, 2024
SELL
$81.49 - $82.34 $19,068 - $19,267
-234 Reduced 2.6%
8,783 $718,000
Q4 2023

Jan 10, 2024
BUY
$80.62 - $82.04 $726,950 - $739,754
9,017 New
9,017 $739,000
Q1 2022

Apr 19, 2022
BUY
$83.25 - $85.49 $5.13 Million - $5.26 Million
61,574 New
61,574 $5.12 Million
Q4 2020

Jan 12, 2021
SELL
$86.32 - $86.46 $21 Million - $21 Million
-243,045 Closed
0 $0
Q3 2020

Oct 14, 2020
SELL
$86.46 - $86.63 $30,693 - $30,753
-355 Reduced 0.15%
243,045 $21 Million
Q2 2020

Jul 08, 2020
BUY
$86.48 - $86.8 $79,907 - $80,203
924 Added 0.38%
243,400 $21.1 Million
Q1 2020

Apr 13, 2020
BUY
$84.67 - $86.69 $16.9 Million - $17.3 Million
199,731 Added 467.26%
242,476 $21 Million
Q4 2019

Jan 08, 2020
BUY
$84.51 - $85.05 $3.61 Million - $3.64 Million
42,745 New
42,745 $3.62 Million

Others Institutions Holding SHY

# of Institutions
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
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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