Sugarloaf Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 3,253 shares of SHY stock, worth $270,389. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,253
Previous 3,587 9.31%
Holding current value
$270,389
Previous $298,000 10.74%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 10, 2025
SELL
$81.68 - $82.93 $27,281 - $27,698
-334 Reduced 9.31%
3,253 $266,000
Q3 2024

Oct 08, 2024
BUY
$81.31 - $83.29 $487 - $499
6 Added 0.17%
3,587 $298,000
Q2 2024

Jul 08, 2024
SELL
$81.05 - $81.66 $398,441 - $401,440
-4,916 Reduced 57.86%
3,581 $292,000
Q1 2024

Apr 23, 2024
SELL
$81.49 - $82.34 $162 - $164
-2 Reduced 0.02%
8,497 $694,000
Q4 2023

Jan 10, 2024
SELL
$80.62 - $82.04 $614,243 - $625,062
-7,619 Reduced 47.27%
8,499 $697,000
Q3 2023

Nov 13, 2023
SELL
$80.71 - $81.38 $165,051 - $166,422
-2,045 Reduced 11.26%
16,118 $1.31 Million
Q2 2023

Jul 13, 2023
BUY
$81.05 - $82.41 $405 - $412
5 Added 0.03%
18,163 $1.47 Million
Q1 2023

Apr 26, 2023
SELL
$80.51 - $82.52 $117,061 - $119,984
-1,454 Reduced 7.41%
18,158 $1.49 Million
Q4 2022

Feb 03, 2023
BUY
$80.6 - $81.52 $748,209 - $756,750
9,283 Added 89.87%
19,612 $1.59 Million
Q3 2022

Oct 11, 2022
BUY
$81.04 - $83.06 $567,685 - $581,835
7,005 Added 210.74%
10,329 $1.59 Million
Q2 2022

Jul 12, 2022
BUY
$81.97 - $83.48 $246,319 - $250,857
3,005 Added 942.01%
3,324 $275,000
Q2 2021

Jul 20, 2021
SELL
$86.11 - $86.32 $251,871 - $252,485
-2,925 Reduced 90.17%
319 $27,000
Q1 2021

Apr 19, 2021
SELL
$86.21 - $86.4 $204,403 - $204,854
-2,371 Reduced 42.23%
3,244 $27,000
Q4 2020

Feb 03, 2021
BUY
$86.32 - $86.46 $447,137 - $447,862
5,180 Added 1190.8%
5,615 $485,000
Q2 2020

Jul 21, 2020
BUY
$86.48 - $86.8 $86 - $86
1 Added 0.23%
435 $38,000
Q1 2020

Apr 15, 2020
BUY
$84.67 - $86.69 $84 - $86
1 Added 0.23%
434 $38,000
Q4 2019

Jan 29, 2020
BUY
$84.51 - $85.05 $36,592 - $36,826
433 New
433 $37,000

Others Institutions Holding SHY

# of Institutions
1,319
Shares Held
234M
Call Options Held
32.3K
Put Options Held
9.6K
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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