Summit Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,537 shares of SHY stock, worth $375,119. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,537
Holding current value
$375,119
% of portfolio
0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$81.83 - $82.73 $371,262 - $375,346
4,537 New
4,537 $375 Million
Q2 2021

Sep 10, 2024
SELL
$86.11 - $86.32 $364,159 - $365,047
-4,229 Closed
0 $0
Q1 2021

Sep 10, 2024
BUY
$86.21 - $86.4 $364,582 - $365,385
4,229 New
4,229 $365 Million

Others Institutions Holding SHY

# of Institutions
1,330
Shares Held
288M
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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