Topel & Distasi Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Topel & Distasi Wealth Management, LLC

$241 Million
Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 44,608 shares of SHY stock, worth $3.66 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

44,608

Previous 43,855 1.72%

Holding current value

$3.66 Million

Previous $3.58 Million 3.6%

% of portfolio

1.54%

Previous 1.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $61,226 - $62,717	753 Added 1.72%	44,608 $3.71 Million
Q2 2024 Aug 09, 2024	SELL	$81.05 - $81.66 $13,778 - $13,882	-170 Reduced 0.39%	43,855 $3.58 Million
Q1 2024 May 06, 2024	SELL	$81.49 - $82.34 $896 - $905	-11 Reduced 0.02%	44,025 $3.6 Million
Q4 2023 Jan 12, 2024	BUY	$80.62 - $82.04 $88,117 - $89,669	1,093 Added 2.55%	44,036 $3.61 Million
Q3 2023 Nov 06, 2023	SELL	$80.71 - $81.38 $79,822 - $80,484	-989 Reduced 2.25%	42,943 $3.48 Million
Q2 2023 Aug 07, 2023	BUY	$81.05 - $82.41 $9,969 - $10,136	123 Added 0.28%	43,932 $3.56 Million
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $4,589 - $4,703	57 Added 0.13%	43,809 $3.6 Million
Q4 2022 Jan 31, 2023	BUY	$80.6 - $81.52 $257,678 - $260,619	3,197 Added 7.88%	43,752 $3.55 Million
Q3 2022 Nov 21, 2022	SELL	$81.04 - $83.06 $2,755 - $2,824	-34 Reduced 0.08%	40,555 $3.29 Million
Q2 2022 Aug 05, 2022	SELL	$81.97 - $83.48 $6.92 Million - $7.05 Million	-84,479 Reduced 67.55%	40,589 $3.36 Million
Q1 2022 Apr 21, 2022	BUY	$83.25 - $85.49 $104,645 - $107,460	1,257 Added 1.02%	125,068 $10.4 Million
Q4 2021 Feb 23, 2022	BUY	$85.5 - $86.18 $10.6 Million - $10.7 Million	123,811 New	123,811 $10.6 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Topel & Distasi Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History