A detailed history of Northwest Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 17,073 shares of SHY stock, worth $1.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,073
Previous 18,805 9.21%
Holding current value
$1.4 Million
Previous $1.54 Million 7.56%
% of portfolio
0.34%
Previous 0.4%

Shares

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

Nov 04, 2024

SELL
$81.31 - $83.29 $140,828 - $144,258
-1,732 Reduced 9.21%
17,073 $1.42 Million
Q2 2024

Aug 05, 2024

BUY
$81.05 - $81.66 $26,908 - $27,111
332 Added 1.8%
18,805 $1.54 Million
Q1 2024

May 13, 2024

SELL
$81.49 - $82.34 $112,374 - $113,546
-1,379 Reduced 6.95%
18,473 $1.51 Million
Q4 2023

Feb 14, 2024

SELL
$80.62 - $82.04 $300,873 - $306,173
-3,732 Reduced 15.82%
19,852 $1.63 Million
Q3 2023

Nov 01, 2023

SELL
$80.71 - $81.38 $27,522 - $27,750
-341 Reduced 1.43%
23,584 $1.91 Million
Q2 2023

Aug 07, 2023

SELL
$81.05 - $82.41 $494,891 - $503,195
-6,106 Reduced 20.33%
23,925 $1.94 Million
Q1 2023

May 10, 2023

SELL
$80.51 - $82.52 $456,169 - $467,558
-5,666 Reduced 15.87%
30,031 $2.47 Million
Q4 2022

Feb 07, 2023

SELL
$80.6 - $81.52 $193,037 - $195,240
-2,395 Reduced 6.29%
35,697 $2.9 Million
Q3 2022

Oct 27, 2022

BUY
$81.04 - $83.06 $170,184 - $174,426
2,100 Added 5.83%
38,092 $3.09 Million
Q2 2022

Jul 26, 2022

BUY
$81.97 - $83.48 $2.67 Million - $2.72 Million
32,610 Added 964.22%
35,992 $2.98 Million
Q1 2022

Apr 29, 2022

SELL
$83.25 - $85.49 $81,751 - $83,951
-982 Reduced 22.5%
3,382 $282,000
Q4 2021

Jan 24, 2022

SELL
$85.5 - $86.18 $5,044 - $5,084
-59 Reduced 1.33%
4,364 $373,000
Q3 2021

Oct 20, 2021

SELL
$86.09 - $86.31 $17,131 - $17,175
-199 Reduced 4.31%
4,423 $381,000
Q2 2021

Aug 02, 2021

BUY
$86.11 - $86.32 $6,286 - $6,301
73 Added 1.6%
4,622 $398,000
Q1 2021

May 10, 2021

BUY
$86.21 - $86.4 $1,379 - $1,382
16 Added 0.35%
4,549 $392,000
Q4 2020

Jan 28, 2021

BUY
$86.32 - $86.46 $11,825 - $11,845
137 Added 3.12%
4,533 $392,000
Q3 2020

Oct 19, 2020

BUY
$86.46 - $86.63 $26,629 - $26,682
308 Added 7.53%
4,396 $380,000
Q2 2020

Jul 13, 2020

SELL
$86.48 - $86.8 $4,151 - $4,166
-48 Reduced 1.16%
4,088 $354,000
Q1 2020

Apr 29, 2020

SELL
$84.67 - $86.69 $21,760 - $22,279
-257 Reduced 5.85%
4,136 $358,000
Q4 2019

Jan 14, 2020

SELL
$84.51 - $85.05 $121,356 - $122,131
-1,436 Reduced 24.64%
4,393 $372,000
Q3 2019

Oct 28, 2019

SELL
$84.4 - $85.1 $2,363 - $2,382
-28 Reduced 0.48%
5,829 $494,000
Q2 2019

Jul 23, 2019

SELL
$83.84 - $84.81 $56,424 - $57,077
-673 Reduced 10.31%
5,857 $497,000
Q1 2019

Apr 12, 2019

SELL
$83.51 - $84.18 $47,099 - $47,477
-564 Reduced 7.95%
6,530 $549,000
Q4 2018

Jan 24, 2019

SELL
$82.85 - $83.62 $20,629 - $20,821
-249 Reduced 3.39%
7,094 $593,000
Q3 2018

Oct 11, 2018

SELL
$83.02 - $83.34 $27,230 - $27,335
-328 Reduced 4.28%
7,343 $610,000
Q2 2018

Jul 10, 2018

SELL
$83.11 - $83.6 $159,737 - $160,679
-1,922 Reduced 20.04%
7,671 $640,000
Q1 2018

Apr 13, 2018

SELL
$83.38 - $83.82 $32,684 - $32,857
-392 Reduced 3.93%
9,593 $801,000
Q4 2017

Jan 31, 2018

SELL
$83.78 - $84.55 $14,410 - $14,542
-172 Reduced 1.69%
9,985 $837,000
Q3 2017

Oct 30, 2017

BUY
$84.45 - $84.47 $857,758 - $857,961
10,157
10,157 $858,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


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