A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 18,296 shares of SHY stock, worth $1.52 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
18,296
Previous 17,470 4.73%
Holding current value
$1.52 Million
Previous $1.43 Billion 5.69%
% of portfolio
0.68%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

BUY
$81.83 - $82.73 $67,591 - $68,334
826 Added 4.73%
18,296 $1.51 Billion
Q4 2024

Jan 23, 2025

BUY
$81.68 - $82.93 $1.08 Million - $1.1 Million
13,280 Added 316.95%
17,470 $1.43 Billion
Q3 2024

Oct 23, 2024

SELL
$81.31 - $83.29 $162,620 - $166,580
-2,000 Reduced 32.31%
4,190 $348 Million
Q2 2024

Aug 27, 2024

BUY
$81.05 - $81.66 $501,699 - $505,475
6,190 New
6,190 $505 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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