Schwarz Dygos Wheeler Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $392 Million
  • Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 3,638 shares of SHY stock, worth $298,497. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,638
Previous 4,249 14.38%
Holding current value
$298,497
Previous $346,000 12.72%
% of portfolio
0.08%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$81.31 - $83.29 $49,680 - $50,890
-611 Reduced 14.38%
3,638 $302,000
Q2 2024

Aug 02, 2024
SELL
$81.05 - $81.66 $26,260 - $26,457
-324 Reduced 7.09%
4,249 $346,000
Q1 2024

May 03, 2024
SELL
$81.49 - $82.34 $74,807 - $75,588
-918 Reduced 16.72%
4,573 $373,000
Q4 2023

Feb 02, 2024
SELL
$80.62 - $82.04 $64,818 - $65,960
-804 Reduced 12.77%
5,491 $450,000
Q3 2023

Nov 03, 2023
BUY
$80.71 - $81.38 $89,345 - $90,087
1,107 Added 21.34%
6,295 $509,000
Q2 2023

Aug 11, 2023
SELL
$81.05 - $82.41 $38,417 - $39,062
-474 Reduced 8.37%
5,188 $420,000
Q1 2023

Apr 27, 2023
BUY
$80.51 - $82.52 $252,157 - $258,452
3,132 Added 123.79%
5,662 $465,000
Q4 2022

Feb 08, 2023
BUY
$80.6 - $81.52 $203,918 - $206,245
2,530 New
2,530 $205,000

Others Institutions Holding SHY

# of Institutions
1,208
Shares Held
232M
Call Options Held
466K
Put Options Held
196K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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