Tempus Wealth Planning, LLC Ishares Barclays 1 3 Year Trea Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 3,363 shares of SHY stock, worth $277,380. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,363
Previous 3,363 -0.0%
Holding current value
$277,380
Previous $279,000 1.43%
% of portfolio
0.09%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$81.31 - $83.29 $35,207 - $36,064
433 Added 14.78%
3,363 $279,000
Q2 2024

Jul 25, 2024
SELL
$81.05 - $81.66 $2,674 - $2,694
-33 Reduced 1.11%
2,930 $239,000
Q4 2023

Jan 23, 2024
SELL
$80.62 - $82.04 $91,261 - $92,869
-1,132 Reduced 27.64%
2,963 $243,000
Q3 2023

Oct 31, 2023
SELL
$80.71 - $81.38 $53,914 - $54,361
-668 Reduced 14.02%
4,095 $331,000
Q2 2023

Jul 21, 2023
SELL
$81.05 - $82.41 $9,888 - $10,054
-122 Reduced 2.5%
4,763 $386,000
Q1 2023

May 08, 2023
SELL
$80.51 - $82.52 $21,979 - $22,527
-273 Reduced 5.29%
4,885 $401,000
Q4 2022

Feb 09, 2023
BUY
$80.6 - $81.52 $16,039 - $16,222
199 Added 4.01%
5,158 $418,000
Q3 2022

Nov 14, 2022
BUY
$81.04 - $83.06 $99,111 - $101,582
1,223 Added 32.74%
4,959 $403,000
Q2 2021

Aug 12, 2021
SELL
$86.11 - $86.32 $33,152 - $33,233
-385 Reduced 9.34%
3,736 $322,000
Q1 2020

May 13, 2020
SELL
$84.67 - $86.69 $1,016 - $1,040
-12 Reduced 0.29%
4,121 $357,000
Q4 2019

Mar 16, 2020
BUY
$84.51 - $85.05 $349,279 - $351,511
4,133 New
4,133 $350,000

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

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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