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

Spartan Planning & Wealth Management

  • $99.2 Million
  • Q1 2025

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 108,957 shares of SHY stock, worth $9.01 Million. This represents 9.08% of its overall portfolio holdings.

Number of Shares
108,957
Holding current value
$9.01 Million
% of portfolio
9.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$81.83 - $82.67 $8.92 Million - $9.01 Million
108,957 New
108,957 $9.01 Million
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
1,301
Shares Held
240M
Call Options Held
359K
Put Options Held
44.4K
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 Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email