Rooted Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Rooted Wealth Advisors, Inc.

$227 Million
Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 17,638 shares of SHY stock, worth $1.45 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

17,638

Previous 17,540 0.56%

Holding current value

$1.45 Million

Previous $1.43 Million 1.33%

% of portfolio

0.64%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$81.05 - $81.66 $7,942 - $8,002	98 Added 0.56%	17,638 $1.45 Million
Q1 2024 Apr 17, 2024	BUY	$81.49 - $82.34 $88,416 - $89,338	1,085 Added 6.59%	17,540 $1.43 Million
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $89,649 - $91,228	1,112 Added 7.25%	16,455 $1.35 Million
Q3 2023 Nov 21, 2023	BUY	$80.71 - $81.38 $142,533 - $143,717	1,766 Added 13.01%	15,343 $1.25 Million
Q2 2023 Aug 03, 2023	BUY	$81.05 - $82.41 $144,187 - $146,607	1,779 Added 15.08%	13,577 $1.1 Million
Q1 2023 Apr 26, 2023	BUY	$80.51 - $82.52 $119,879 - $122,872	1,489 Added 14.44%	11,798 $967,000
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $830,905 - $840,389	10,309 New	10,309 $837,000

Others Institutions Holding SHY

# of Institutions

1,183

Shares Held

214M

Call Options Held

311K

Put Options Held

40.1K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History