Straight Path Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Straight Path Wealth Management

$208 Million
Q3 2024

A detailed history of Straight Path Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Straight Path Wealth Management holds 3,100 shares of SHY stock, worth $254,541. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,100

Previous 3,100 -0.0%

Holding current value

$254,541

Previous $253,000 1.58%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$81.49 - $82.34 $15,890 - $16,056	-195 Reduced 5.92%	3,100 $253,000
Q4 2023 Jan 23, 2024	BUY	$80.62 - $82.04 $12,093 - $12,306	150 Added 4.77%	3,295 $270,000
Q3 2023 Oct 31, 2023	SELL	$80.71 - $81.38 $188,054 - $189,615	-2,330 Reduced 42.56%	3,145 $254,000
Q2 2023 Jul 25, 2023	SELL	$81.05 - $82.41 $485,489 - $493,635	-5,990 Reduced 52.25%	5,475 $443,000
Q1 2023 Apr 26, 2023	SELL	$80.51 - $82.52 $18,114 - $18,567	-225 Reduced 1.92%	11,465 $941,000
Q4 2022 Jan 20, 2023	BUY	$80.6 - $81.52 $490,853 - $496,456	6,090 Added 108.75%	11,690 $0
Q2 2022 Jul 19, 2022	BUY	$81.97 - $83.48 $459,032 - $467,488	5,600 New	5,600 $464,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Straight Path Wealth Management Ishares Barclays 1 3 Year Trea Transaction History