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

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 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 4,485 shares of SHY stock, worth $369,519. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,485
Previous 3,601 24.55%
Holding current value
$369,519
Previous $299,000 22.74%
% of portfolio
0.02%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$81.68 - $82.93 $72,205 - $73,310
884 Added 24.55%
4,485 $367,000
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
1,289
Shares Held
238M
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
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More about SHY
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