Roger Wittlin Investment Advisory, LLC Ishares Barclays 1 3 Year Trea Transaction History

Roger Wittlin Investment Advisory, LLC

  • $178 Million
  • Q3 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 3,679 shares of SHY stock, worth $304,731. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,679
Previous 3,644 0.96%
Holding current value
$304,731
Previous $301,000 1.33%
% of portfolio
0.17%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$82.38 - $83.0 $2,883 - $2,905
35 Added 0.96%
3,679 $305,000
Q2 2025

Jul 15, 2025
BUY
$82.21 - $83.12 $299,573 - $302,889
3,644 New
3,644 $301,000

Others Institutions Holding SHY

# of Institutions
1,343
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
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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