Portside Wealth Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Portside Wealth Group, LLC

  • $541 Billion
  • Q1 2024

A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Portside Wealth Group, LLC holds 46,428 shares of SHY stock, worth $3.79 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
46,428
Previous 32,407 43.27%
Holding current value
$3.79 Million
Previous $2.66 Billion 42.81%
% of portfolio
0.7%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$81.49 - $82.34 $1.14 Million - $1.15 Million
14,021 Added 43.27%
46,428 $3.8 Billion
Q4 2023

Jan 16, 2024
SELL
$80.62 - $82.04 $3.58 Million - $3.64 Million
-44,382 Reduced 57.8%
32,407 $2.66 Billion
Q3 2023

Oct 27, 2023
BUY
$80.71 - $81.38 $6.2 Million - $6.25 Million
76,789 New
76,789 $6.22 Billion
Q2 2023

Aug 01, 2023
BUY
$81.05 - $82.41 $517,099 - $525,775
6,380 New
6,380 $517,000

Others Institutions Holding SHY

# of Institutions
1,185
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
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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