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
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
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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