Northern Oak Wealth Management Inc Ishares Barclays 1 3 Year Trea Transaction History

Northern Oak Wealth Management Inc

  • $839 Million
  • Q1 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 2,710 shares of SHY stock, worth $221,271. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,710
Previous 2,710 -0.0%
Holding current value
$221,271
Previous $222,000 0.45%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$80.71 - $81.38 $12,832 - $12,939
159 Added 6.23%
2,710 $219,000
Q2 2023

Jul 31, 2023
SELL
$81.05 - $82.41 $7,537 - $7,664
-93 Reduced 3.52%
2,551 $206,000
Q1 2023

May 09, 2023
BUY
$80.51 - $82.52 $212,868 - $218,182
2,644 New
2,644 $217,000
Q1 2022

May 24, 2022
SELL
$83.25 - $85.49 $3,829 - $3,932
-46 Reduced 1.83%
2,465 $205,000
Q4 2021

Feb 16, 2022
BUY
$85.5 - $86.18 $5,557 - $5,601
65 Added 2.66%
2,511 $215,000
Q3 2021

Nov 15, 2021
BUY
$86.09 - $86.31 $1,033 - $1,035
12 Added 0.49%
2,446 $211,000
Q2 2021

Aug 17, 2021
BUY
$86.11 - $86.32 $18,341 - $18,386
213 Added 9.59%
2,434 $210,000
Q1 2021

May 14, 2021
BUY
$86.21 - $86.4 $22,069 - $22,118
256 Added 13.03%
2,221 $192,000
Q4 2020

Feb 16, 2021
BUY
$86.32 - $86.46 $2,934 - $2,939
34 Added 1.76%
1,965 $170,000
Q3 2020

Nov 16, 2020
BUY
$86.46 - $86.63 $13,401 - $13,427
155 Added 8.73%
1,931 $167,000
Q2 2020

Aug 17, 2020
SELL
$86.48 - $86.8 $19,890 - $19,964
-230 Reduced 11.47%
1,776 $154,000
Q1 2020

May 15, 2020
BUY
$84.67 - $86.69 $4,741 - $4,854
56 Added 2.87%
2,006 $174,000
Q4 2019

Jan 27, 2020
BUY
$84.51 - $85.05 $10,225 - $10,291
121 Added 6.62%
1,950 $165,000
Q2 2019

Jul 30, 2019
BUY
$83.84 - $84.81 $2,682 - $2,713
32 Added 1.78%
1,829 $0
Q3 2018

Nov 15, 2018
BUY
$83.02 - $83.34 $4,732 - $4,750
57 Added 3.28%
1,797 $0
Q2 2018

Aug 13, 2018
SELL
$83.11 - $83.6 $1,080 - $1,086
-13 Reduced 0.74%
1,740 $0
Q1 2018

May 11, 2018
BUY
$83.38 - $83.82 $7,754 - $7,795
93 Added 5.6%
1,753 $0
Q4 2017

Feb 16, 2018
BUY
$83.78 - $84.55 $139,074 - $140,353
1,660
1,660 $0

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
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More about SHY
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