Sequent Planning LLC Ishares Barclays 1 3 Year Trea Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sequent Planning LLC holds 64,596 shares of SHY stock, worth $5.3 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
64,596
Previous 74,619 13.43%
Holding current value
$5.3 Million
Previous $6.07 Billion 11.47%
% of portfolio
1.85%
Previous 2.08%

Shares

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

Nov 14, 2024
SELL
$81.31 - $83.29 $814,970 - $834,815
-10,023 Reduced 13.43%
64,596 $5.37 Billion
Q2 2024

Aug 12, 2024
SELL
$81.05 - $81.66 $22,288 - $22,456
-275 Reduced 0.37%
74,619 $6.07 Billion
Q1 2024

May 14, 2024
BUY
$81.49 - $82.34 $6.1 Million - $6.17 Million
74,894 New
74,894 $6.12 Billion

Others Institutions Holding SHY

# of Institutions
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
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 Sequent Planning LLC Portfolio

Follow Sequent Planning 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 Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email