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

Omnia Family Wealth, LLC

$213 Million
Q1 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

1,185

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omnia Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Omnia Family Wealth, LLC with notifications on news.