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

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,044 shares of SHY stock, worth $85,858. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,044
Previous 1,605 34.95%
Holding current value
$85,858
Previous $133 Million 99.94%
% of portfolio
0.06%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$81.68 - $82.93 $45,822 - $46,523
-561 Reduced 34.95%
1,044 $85,000
Q3 2024

Oct 11, 2024
BUY
$81.31 - $83.29 $130,502 - $133,680
1,605 New
1,605 $133 Million

Others Institutions Holding SHY

# of Institutions
1,283
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email