Omnia Family Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Omnia Family Wealth, LLC

$232 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$81.97 - $83.48 $8 Million - $8.14 Million	-97,541 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$83.25 - $85.49 $6.35 Million - $6.52 Million	76,263 Added 358.41%	97,541 $8.13 Million
Q4 2021 Feb 04, 2022	SELL	$85.5 - $86.18 $1.69 Million - $1.7 Million	-19,726 Reduced 48.11%	21,278 $1.82 Million
Q3 2021 Nov 03, 2021	SELL	$86.09 - $86.31 $1.8 Million - $1.8 Million	-20,911 Reduced 33.77%	41,004 $3.53 Million
Q2 2021 Aug 03, 2021	BUY	$86.11 - $86.32 $1.67 Million - $1.68 Million	19,442 Added 45.77%	61,915 $5.34 Million
Q1 2021 May 12, 2021	SELL	$86.21 - $86.4 $1.09 Million - $1.09 Million	-12,646 Reduced 22.94%	42,473 $3.66 Million
Q4 2020 Feb 08, 2021	SELL	$86.32 - $86.46 $110,144 - $110,322	-1,276 Reduced 2.26%	55,119 $4.76 Million
Q3 2020 Oct 28, 2020	SELL	$86.46 - $86.63 $788,342 - $789,892	-9,118 Reduced 13.92%	56,395 $4.88 Million
Q2 2020 Aug 04, 2020	SELL	$86.48 - $86.8 $952,317 - $955,841	-11,012 Reduced 14.39%	65,513 $5.67 Million
Q1 2020 May 05, 2020	BUY	$84.67 - $86.69 $1.09 Million - $1.12 Million	12,869 Added 20.22%	76,525 $6.63 Million
Q4 2019 Feb 05, 2020	BUY	$84.51 - $85.05 $3.39 Million - $3.41 Million	40,103 Added 170.27%	63,656 $5.39 Million
Q3 2019 Nov 12, 2019	BUY	$84.4 - $85.1 $1.34 Million - $1.36 Million	15,924 Added 208.73%	23,553 $2 Million
Q2 2019 Aug 07, 2019	BUY	$83.84 - $84.81 $602,474 - $609,444	7,186 Added 1622.12%	7,629 $647,000
Q4 2017 Feb 02, 2018	SELL	$83.78 - $84.55 $57,054 - $57,578	-681 Reduced 60.59%	443 $37,000
Q3 2017 Nov 14, 2017	SELL	$84.45 - $84.47 $135,120 - $135,152	-1,600 Reduced 58.74%	1,124 $95,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,724	2,724 $230,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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