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

Perfromance Wealth Partners, LLC

$2.71 Billion
Q2 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 44,552 shares of SHY stock, worth $3.69 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

44,552

Previous 52,233 14.71%

Holding current value

$3.69 Million

Previous $4.27 Million 14.84%

% of portfolio

0.13%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$81.05 - $81.66 $622,545 - $627,230	-7,681 Reduced 14.71%	44,552 $3.64 Million
Q1 2024 Apr 30, 2024	SELL	$81.49 - $82.34 $97,217 - $98,231	-1,193 Reduced 2.23%	52,233 $4.27 Million
Q4 2023 Jan 22, 2024	BUY	$80.62 - $82.04 $37,568 - $38,230	466 Added 0.88%	53,426 $4.38 Million
Q3 2023 Oct 30, 2023	BUY	$80.71 - $81.38 $430,910 - $434,487	5,339 Added 11.21%	52,960 $4.29 Million
Q2 2023 Jul 13, 2023	BUY	$81.05 - $82.41 $349,163 - $355,022	4,308 Added 9.95%	47,621 $3.86 Million
Q1 2023 Apr 20, 2023	BUY	$80.51 - $82.52 $851,956 - $873,226	10,582 Added 32.33%	43,313 $3.56 Million
Q4 2022 Jan 19, 2023	BUY	$80.6 - $81.52 $318,208 - $321,840	3,948 Added 13.72%	32,731 $0
Q3 2022 Oct 17, 2022	BUY	$81.22 - $83.06 $127,352 - $130,238	1,568 Added 5.76%	28,783 $2.34 Million
Q2 2022 Jul 15, 2022	BUY	$81.97 - $83.48 $243,614 - $248,102	2,972 Added 12.26%	27,215 $2.25 Million
Q1 2022 Apr 21, 2022	BUY	$83.25 - $85.49 $701,298 - $720,167	8,424 Added 53.25%	24,243 $2.02 Million
Q4 2021 Feb 03, 2022	BUY	$85.5 - $86.18 $1.35 Million - $1.36 Million	15,819 New	15,819 $1.35 Million

Others Institutions Holding SHY

# of Institutions

1,185

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Perfromance Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History