Oak Harbor Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,178 shares of SHY stock, worth $424,751. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,178
Previous 4,080 26.91%
Holding current value
$424,751
Previous $333,000 29.13%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 06, 2024
BUY
$81.31 - $83.29 $89,278 - $91,452
1,098 Added 26.91%
5,178 $430,000
Q2 2024

Jul 18, 2024
BUY
$81.05 - $81.66 $7,942 - $8,002
98 Added 2.46%
4,080 $333,000
Q1 2024

Apr 23, 2024
BUY
$81.49 - $82.34 $16,623 - $16,797
204 Added 5.4%
3,982 $325,000
Q4 2023

Feb 09, 2024
BUY
$80.62 - $82.04 $13,382 - $13,618
166 Added 4.6%
3,778 $309,000
Q3 2023

Oct 19, 2023
SELL
$80.71 - $81.38 $134,866 - $135,985
-1,671 Reduced 31.63%
3,612 $292,000
Q2 2023

Jul 27, 2023
BUY
$81.05 - $82.41 $1,377 - $1,400
17 Added 0.32%
5,283 $428,000
Q1 2023

Apr 24, 2023
BUY
$80.51 - $82.52 $234,203 - $240,050
2,909 Added 123.42%
5,266 $432,000
Q3 2022

Nov 03, 2022
BUY
$81.04 - $83.06 $75,691 - $77,578
934 Added 65.64%
2,357 $191,000
Q2 2022

Jul 25, 2022
SELL
$81.97 - $83.48 $48,772 - $49,670
-595 Reduced 29.48%
1,423 $118,000
Q1 2022

May 11, 2022
BUY
$83.25 - $85.49 $16,983 - $17,439
204 Added 11.25%
2,018 $168,000
Q4 2021

Feb 17, 2022
BUY
$85.5 - $86.18 $155,097 - $156,330
1,814 New
1,814 $155,000

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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