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 $298,061. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,638
Previous 4,249 14.38%
Holding current value
$298,061
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
1,197
Shares Held
214M
Call Options Held
311K
Put Options Held
40.1K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email