Principia Wealth Advisory, LLC Ishares Barclays 1 3 Year Trea Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 47,228 shares of SHY stock, worth $3.9 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
47,228
Previous 35,705 32.27%
Holding current value
$3.9 Million
Previous $2.93 Billion 33.26%
% of portfolio
3.74%
Previous 2.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$81.83 - $82.67 $942,927 - $952,606
11,523 Added 32.27%
47,228 $3.9 Billion
Q4 2024

Apr 11, 2025
BUY
$81.68 - $82.93 $2.92 Million - $2.96 Million
35,705 New
35,705 $2.93 Billion

Others Institutions Holding SHY

# of Institutions
1,301
Shares Held
240M
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
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