Spire Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

A detailed history of Spire Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Spire Wealth Management holds 64,149 shares of SHY stock, worth $5.26 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
64,149
Previous 49,547 29.47%
Holding current value
$5.26 Million
Previous $4.05 Million 31.84%
% of portfolio
0.18%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$81.31 - $83.29 $1.19 Million - $1.22 Million
14,602 Added 29.47%
64,149 $5.33 Million
Q2 2024

Jul 31, 2024
BUY
$81.05 - $81.66 $1.16 Million - $1.17 Million
14,323 Added 40.66%
49,547 $4.05 Million
Q1 2024

Apr 24, 2024
SELL
$81.49 - $82.34 $2.14 Million - $2.16 Million
-26,247 Reduced 42.7%
35,224 $2.88 Million
Q4 2023

Feb 06, 2024
SELL
$80.62 - $82.04 $276,687 - $281,561
-3,432 Reduced 5.29%
61,471 $5.04 Million
Q3 2023

Nov 08, 2023
BUY
$80.71 - $81.38 $344,228 - $347,085
4,265 Added 7.03%
64,903 $5.26 Million
Q2 2023

Aug 09, 2023
SELL
$81.05 - $82.41 $1.16 Million - $1.18 Million
-14,347 Reduced 19.13%
60,638 $4.92 Million
Q1 2023

May 09, 2023
BUY
$80.51 - $82.52 $609,621 - $624,841
7,572 Added 11.23%
74,985 $6.16 Million
Q4 2022

Feb 03, 2023
BUY
$80.6 - $81.52 $483 - $489
6 Added 0.01%
67,413 $5.47 Million
Q3 2022

Nov 07, 2022
SELL
$81.04 - $83.06 $1.73 Million - $1.78 Million
-21,371 Reduced 24.07%
67,407 $5.47 Million
Q2 2022

Jul 22, 2022
BUY
$81.97 - $83.48 $133,201 - $135,655
1,625 Added 1.86%
88,778 $7.35 Million
Q1 2022

Apr 18, 2022
BUY
$83.25 - $85.49 $101,232 - $103,955
1,216 Added 1.41%
87,153 $7.26 Million
Q4 2021

Jan 14, 2022
SELL
$85.5 - $86.18 $835,506 - $842,150
-9,772 Reduced 10.21%
85,937 $7.35 Million
Q3 2021

Oct 22, 2021
BUY
$86.09 - $86.31 $1.24 Million - $1.24 Million
14,368 Added 17.66%
95,709 $8.22 Million
Q2 2021

Jul 26, 2021
BUY
$86.11 - $86.32 $583,825 - $585,249
6,780 Added 9.09%
81,341 $6.98 Million
Q1 2021

May 21, 2021
BUY
$86.21 - $86.4 $6.43 Million - $6.44 Million
74,561 New
74,561 $6.43 Million

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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