Transform Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Transform Wealth, LLC

$1.02 Billion
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	$81.22 - $83.06 $20,792 - $21,263	-256 Reduced 3.12%	7,946 $645,000
Q2 2022 Jul 15, 2022	SELL	$81.97 - $83.48 $103,364 - $105,268	-1,261 Reduced 13.33%	8,202 $679,000
Q1 2022 Apr 25, 2022	SELL	$83.25 - $85.49 $54,695 - $56,166	-657 Reduced 6.49%	9,463 $789,000
Q4 2021 Jan 26, 2022	BUY	$85.5 - $86.18 $4,617 - $4,653	54 Added 0.54%	10,120 $866,000
Q3 2021 Oct 15, 2021	BUY	$86.09 - $86.31 $387,232 - $388,222	4,498 Added 80.78%	10,066 $867,000

Q2 2021 Jul 20, 2021	BUY	$86.11 - $86.32 $177,817 - $178,250	2,065 Added 58.95%	5,568 $480,000
Q1 2021 Apr 22, 2021	BUY	$86.21 - $86.4 $7,069 - $7,084	82 Added 2.4%	3,503 $302,000
Q4 2020 Jan 20, 2021	SELL	$86.32 - $86.46 $2,244 - $2,247	-26 Reduced 0.75%	3,421 $296,000
Q3 2020 Oct 21, 2020	SELL	$86.46 - $86.63 $131,937 - $132,197	-1,526 Reduced 30.69%	3,447 $298,000
Q2 2020 Jul 22, 2020	SELL	$86.48 - $86.8 $16,690 - $16,752	-193 Reduced 3.74%	4,973 $431,000
Q1 2020 Apr 30, 2020	BUY	$84.67 - $86.69 $233,519 - $239,091	2,758 Added 114.53%	5,166 $448,000
Q4 2019 Jan 24, 2020	SELL	$84.51 - $85.05 $4,140 - $4,167	-49 Reduced 1.99%	2,408 $204,000
Q3 2019 Oct 24, 2019	SELL	$84.4 - $85.1 $257,926 - $260,065	-3,056 Reduced 55.43%	2,457 $208,000
Q2 2019 Jul 30, 2019	BUY	$83.84 - $84.81 $462,209 - $467,557	5,513 New	5,513 $468,000

Others Institutions Holding SHY

# of Institutions

1,185

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

About ISHARES BARCLAYS 1-3 YEAR TREA

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