Sky Oak Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Sky Oak Wealth, LLC

  • $417 Million
  • Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 8,698 shares of SHY stock, worth $707,843. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,698
Previous 9,405 7.52%
Holding current value
$707,843
Previous $771,000 7.78%
% of portfolio
0.17%
Previous 0.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$81.49 - $82.34 $57,613 - $58,214
-707 Reduced 7.52%
8,698 $711,000
Q3 2023

Oct 24, 2023
SELL
$80.71 - $81.38 $41,081 - $41,422
-509 Reduced 5.13%
9,405 $761,000
Q2 2023

Jul 20, 2023
SELL
$81.05 - $82.41 $126,600 - $128,724
-1,562 Reduced 13.61%
9,914 $803,000
Q1 2023

May 02, 2023
SELL
$80.51 - $82.52 $221,724 - $227,260
-2,754 Reduced 19.35%
11,476 $942,000
Q4 2022

Jan 26, 2023
SELL
$80.6 - $81.52 $447,894 - $453,006
-5,557 Reduced 28.08%
14,230 $0
Q3 2022

Oct 25, 2022
SELL
$81.22 - $83.06 $2.32 Million - $2.37 Million
-28,543 Reduced 59.06%
19,787 $1.61 Million
Q2 2022

Jul 26, 2022
BUY
$81.97 - $83.48 $20,328 - $20,703
248 Added 0.52%
48,330 $4 Million
Q1 2022

Apr 18, 2022
BUY
$83.25 - $85.49 $3.54 Million - $3.63 Million
42,514 Added 763.54%
48,082 $4.01 Million
Q3 2021

Oct 21, 2021
SELL
$86.09 - $86.31 $430 - $431
-5 Reduced 0.09%
5,568 $480,000
Q1 2021

Apr 29, 2021
SELL
$86.21 - $86.4 $94,658 - $94,867
-1,098 Reduced 16.46%
5,573 $481,000
Q4 2020

Feb 02, 2021
SELL
$86.32 - $86.46 $17,522 - $17,551
-203 Reduced 2.95%
6,671 $576,000
Q3 2020

Nov 03, 2020
SELL
$86.46 - $86.63 $127,960 - $128,212
-1,480 Reduced 17.72%
6,874 $595,000
Q2 2020

Aug 10, 2020
SELL
$86.48 - $86.8 $286,335 - $287,394
-3,311 Reduced 28.38%
8,354 $724,000
Q1 2020

May 04, 2020
BUY
$84.67 - $86.69 $378,474 - $387,504
4,470 Added 62.13%
11,665 $1.01 Million
Q4 2019

Feb 04, 2020
BUY
$84.51 - $85.05 $608,049 - $611,934
7,195 New
7,195 $609,000

Others Institutions Holding SHY

# of Institutions
1,183
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
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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