Steel Peak Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 3,601 shares of SHY stock, worth $295,390. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,601
Holding current value
$295,390
% of portfolio
0.01%

Shares

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

Oct 25, 2024
BUY
$81.31 - $83.29 $292,797 - $299,927
3,601 New
3,601 $299,000
Q1 2023

May 05, 2023
BUY
$80.51 - $82.52 $197,491 - $202,421
2,453 New
2,453 $201,000
Q3 2022

Oct 26, 2022
SELL
$81.04 - $83.06 $35,981 - $36,878
-444 Reduced 10.82%
3,660 $297,000
Q2 2022

Aug 02, 2022
SELL
$81.97 - $83.48 $36,640 - $37,315
-447 Reduced 9.82%
4,104 $340,000
Q1 2022

May 10, 2022
SELL
$83.25 - $85.49 $13,486 - $13,849
-162 Reduced 3.44%
4,551 $379,000
Q4 2021

Jan 31, 2022
SELL
$85.5 - $86.18 $235,552 - $237,425
-2,755 Reduced 36.89%
4,713 $403,000
Q3 2021

Nov 15, 2021
SELL
$86.09 - $86.31 $99,778 - $100,033
-1,159 Reduced 13.43%
7,468 $643,000
Q2 2021

Aug 13, 2021
SELL
$86.11 - $86.32 $273,571 - $274,238
-3,177 Reduced 26.91%
8,627 $743,000
Q1 2021

May 18, 2021
SELL
$86.21 - $86.4 $145,694 - $146,016
-1,690 Reduced 12.52%
11,804 $1.02 Million
Q4 2020

Feb 04, 2021
SELL
$86.32 - $86.46 $237,725 - $238,110
-2,754 Reduced 16.95%
13,494 $1.17 Million
Q3 2020

Oct 26, 2020
BUY
$86.46 - $86.63 $507,866 - $508,864
5,874 Added 56.62%
16,248 $1.41 Million
Q2 2020

Jul 21, 2020
BUY
$86.48 - $86.8 $437,761 - $439,381
5,062 Added 95.29%
10,374 $898,000
Q1 2020

Apr 16, 2020
BUY
$84.67 - $86.69 $19,389 - $19,852
229 Added 4.51%
5,312 $460,000
Q4 2019

Feb 06, 2020
BUY
$84.51 - $85.05 $429,564 - $432,309
5,083 New
5,083 $430,000

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
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email