Spartan Planning & Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 50,828 shares of SHY stock, worth $4.17 Million. This represents 4.65% of its overall portfolio holdings.

Number of Shares
50,828
Previous 4 1270600.0%
Holding current value
$4.17 Million
Previous $0 Infinity%
% of portfolio
4.65%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$80.62 - $82.04 $4.1 Million - $4.17 Million
50,824 Added 1270600.0%
50,828 $4.17 Million
Q3 2022

Nov 01, 2022
SELL
$81.04 - $83.06 $1.3 Million - $1.33 Million
-16,070 Reduced 99.98%
4 $0
Q2 2022

Aug 10, 2022
BUY
$81.97 - $83.48 $1.27 Million - $1.29 Million
15,499 Added 2695.48%
16,074 $1.33 Million
Q1 2022

May 16, 2022
BUY
$83.25 - $85.49 $47,868 - $49,156
575 New
575 $47,000

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
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