Shira Ridge Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Shira Ridge Wealth Management holds 20,715 shares of SHY stock, worth $1.7 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

20,715

Previous 11,054 87.4%

Holding current value

$1.7 Million

Previous $903 Million 90.84%

% of portfolio

0.88%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$81.31 - $83.29 $785,535 - $804,664	9,661 Added 87.4%	20,715 $1.72 Billion
Q2 2024 Jul 11, 2024	SELL	$81.05 - $81.66 $205,948 - $207,498	-2,541 Reduced 18.69%	11,054 $903 Million
Q1 2024 Apr 18, 2024	SELL	$81.49 - $82.34 $229,231 - $231,622	-2,813 Reduced 17.14%	13,595 $1.11 Billion
Q4 2023 Jan 10, 2024	SELL	$80.62 - $82.04 $568,612 - $578,628	-7,053 Reduced 30.06%	16,408 $1.35 Billion
Q3 2023 Oct 10, 2023	SELL	$80.71 - $81.38 $956,171 - $964,108	-11,847 Reduced 33.55%	23,461 $1.9 Billion
Q2 2023 Jul 12, 2023	SELL	$81.05 - $82.41 $382,556 - $388,975	-4,720 Reduced 11.79%	35,308 $2.86 Billion
Q1 2023 May 08, 2023	SELL	$80.51 - $82.52 $1.04 Million - $1.07 Million	-12,974 Reduced 24.48%	40,028 $3.29 Billion
Q4 2022 Jan 12, 2023	BUY	$80.6 - $81.52 $4.27 Million - $4.32 Million	53,002 New	53,002 $4.3 Billion

Others Institutions Holding SHY

# of Institutions

1,183

Shares Held

214M

Call Options Held

311K

Put Options Held

40.1K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Shira Ridge Wealth Management Ishares Barclays 1 3 Year Trea Transaction History