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

Spartan Planning & Wealth Management

$112 Million
Q2 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 56,198 shares of SHY stock, worth $4.64 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

56,198

Previous 108,957 48.42%

Holding current value

$4.64 Million

Previous $9.01 Million 48.31%

% of portfolio

4.16%

Previous 9.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$82.21 - $83.12 $4.34 Million - $4.39 Million	-52,759 Reduced 48.42%	56,198 $4.66 Million
Q1 2025 Apr 08, 2025	BUY	$81.83 - $82.73 $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

1,330

Shares Held

280M

Call Options Held

32.3K

Put Options Held

9.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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