Strategic Wealth Partners, Ltd. Ishares Barclays 1 3 Year Trea Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 11,231 shares of SHY stock, worth $926,332. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,231

Previous 9,996 12.35%

Holding current value

$926,332

Previous $831,000 10.71%

% of portfolio

0.09%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$81.68 - $82.93 $100,874 - $102,418	1,235 Added 12.35%	11,231 $920,000
Q3 2024 Oct 08, 2024	SELL	$81.31 - $83.29 $26,181 - $26,819	-322 Reduced 3.12%	9,996 $831,000
Q2 2024 Oct 08, 2024	SELL	$81.05 - $81.66 $28,124 - $28,336	-347 Reduced 3.25%	10,318 $842,000
Q1 2024 May 20, 2024	SELL	$81.49 - $82.34 $94,609 - $95,596	-1,161 Reduced 9.82%	10,665 $872,000
Q4 2023 May 20, 2024	SELL	$80.62 - $82.04 $631,254 - $642,373	-7,830 Reduced 39.84%	11,826 $970,000
Q3 2023 May 20, 2024	BUY	$80.71 - $81.38 $10,250 - $10,335	127 Added 0.65%	19,656 $1.59 Million
Q2 2023 May 20, 2024	BUY	$81.05 - $82.41 $363,022 - $369,114	4,479 Added 29.76%	19,529 $1.58 Million
Q1 2023 Apr 24, 2023	SELL	$80.51 - $82.52 $109,654 - $112,392	-1,362 Reduced 8.3%	15,050 $1.24 Million
Q4 2022 Apr 24, 2023	BUY	$80.6 - $81.52 $423,069 - $427,898	5,249 Added 47.02%	16,412 $1.33 Million
Q3 2022 Apr 24, 2023	BUY	$81.04 - $83.06 $63,049 - $64,620	778 Added 7.49%	11,163 $906,000
Q2 2022 Aug 22, 2022	SELL	$81.97 - $83.48 $173,940 - $177,144	-2,122 Reduced 16.97%	10,385 $860,000
Q1 2022 May 19, 2022	SELL	$83.25 - $85.49 $290,875 - $298,702	-3,494 Reduced 21.84%	12,507 $1.04 Million
Q4 2021 Feb 11, 2022	SELL	$85.5 - $86.18 $311,647 - $314,126	-3,645 Reduced 18.55%	16,001 $1.37 Million
Q3 2021 Nov 12, 2021	BUY	$86.09 - $86.31 $592,213 - $593,726	6,879 Added 53.88%	19,646 $1.69 Million
Q2 2021 Aug 25, 2021	SELL	$86.11 - $86.32 $15,844 - $15,882	-184 Reduced 1.42%	12,767 $1.1 Million
Q1 2021 May 24, 2021	BUY	$86.21 - $86.4 $97,589 - $97,804	1,132 Added 9.58%	12,951 $1.12 Million
Q4 2020 Feb 18, 2021	SELL	$86.32 - $86.46 $82,349 - $82,482	-954 Reduced 7.47%	11,819 $1.02 Million
Q3 2020 Nov 10, 2020	SELL	$86.46 - $86.63 $8.74 Million - $8.76 Million	-101,091 Reduced 88.78%	12,773 $1.11 Million
Q2 2020 Aug 11, 2020	BUY	$86.48 - $86.8 $6.6 Million - $6.63 Million	76,342 Added 203.46%	113,864 $9.86 Million
Q4 2019 Jan 30, 2020	BUY	$84.51 - $85.05 $1.57 Million - $1.58 Million	18,564 Added 97.92%	37,522 $3.18 Million
Q3 2019 Oct 28, 2019	SELL	$84.4 - $85.1 $305,021 - $307,551	-3,614 Reduced 16.01%	18,958 $207 Million
Q2 2019 Aug 06, 2019	SELL	$83.84 - $84.81 $234,081 - $236,789	-2,792 Reduced 11.01%	22,572 $1.91 Million
Q1 2019 May 14, 2019	BUY	$83.51 - $84.18 $307,734 - $310,203	3,685 Added 17.0%	25,364 $2.13 Million
Q4 2018 Jan 24, 2019	BUY	$82.85 - $83.62 $116,901 - $117,987	1,411 Added 6.96%	21,679 $1.81 Million
Q3 2018 Dec 06, 2018	SELL	$83.02 - $83.34 $175,172 - $175,847	-2,110 Reduced 9.43%	20,268 $1.68 Million
Q2 2018 Sep 04, 2018	SELL	$83.11 - $83.6 $56,182 - $56,513	-676 Reduced 2.93%	22,378 $1.87 Million
Q1 2018 Jul 13, 2018	BUY	$83.38 - $83.82 $1.92 Million - $1.93 Million	23,054 New	23,054 $1.93 Million

Others Institutions Holding SHY

# of Institutions

1,290

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Strategic Wealth Partners, Ltd. Ishares Barclays 1 3 Year Trea Transaction History