Traverso Chambers Private Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 21,760 shares of SHY stock, worth $1.8 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

21,760

Previous 25,466 14.55%

Holding current value

$1.8 Million

Previous $2.06 Million 13.39%

% of portfolio

0.43%

Previous 0.55%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$80.62 - $82.04 $298,777 - $304,040	-3,706 Reduced 14.55%	21,760 $1.79 Million
Q3 2023 Oct 26, 2023	SELL	$80.71 - $81.38 $16.2 Million - $16.4 Million	-200,921 Reduced 88.75%	25,466 $2.06 Million
Q2 2023 Jul 13, 2023	BUY	$81.05 - $82.41 $148,321 - $150,810	1,830 Added 0.81%	226,387 $18.4 Million
Q1 2023 Apr 12, 2023	SELL	$80.51 - $82.52 $169,956 - $174,199	-2,111 Reduced 0.93%	224,557 $18.4 Million
Q4 2022 Jan 27, 2023	BUY	$80.6 - $81.52 $927,222 - $937,806	11,504 Added 5.35%	226,668 $18.4 Million
Q3 2022 Oct 12, 2022	BUY	$81.04 - $83.06 $1.55 Million - $1.59 Million	19,115 Added 9.75%	215,164 $17.5 Million
Q2 2022 Jul 13, 2022	SELL	$81.97 - $83.48 $4.67 Million - $4.76 Million	-56,985 Reduced 22.52%	196,049 $16.2 Million
Q1 2022 Apr 13, 2022	BUY	$83.25 - $85.49 $656,426 - $674,088	7,885 Added 3.22%	253,034 $21.1 Million
Q4 2021 Jan 19, 2022	BUY	$85.5 - $86.18 $374,832 - $377,813	4,384 Added 1.82%	245,149 $21 Million
Q3 2021 Oct 08, 2021	BUY	$86.09 - $86.31 $661,171 - $662,860	7,680 Added 3.29%	240,765 $20.7 Million
Q2 2021 Aug 12, 2021	BUY	$86.11 - $86.32 $1.19 Million - $1.19 Million	13,799 Added 6.29%	233,085 $20.1 Million
Q1 2021 Apr 15, 2021	BUY	$86.21 - $86.4 $1.44 Million - $1.44 Million	16,660 Added 8.22%	219,286 $18.9 Million
Q4 2020 Jan 19, 2021	BUY	$86.32 - $86.46 $177,473 - $177,761	2,056 Added 1.03%	202,626 $17.5 Million
Q3 2020 Oct 20, 2020	BUY	$86.46 - $86.63 $2.61 Million - $2.61 Million	30,165 Added 17.7%	200,570 $17.4 Million
Q2 2020 Jul 09, 2020	BUY	$86.48 - $86.8 $712,335 - $714,971	8,237 Added 5.08%	170,405 $14.8 Million
Q1 2020 Apr 10, 2020	BUY	$84.67 - $86.69 $2.08 Million - $2.13 Million	24,576 Added 17.86%	162,168 $14.1 Million
Q4 2019 Jan 09, 2020	BUY	$84.51 - $85.05 $706,419 - $710,932	8,359 Added 6.47%	137,592 $11.6 Million
Q3 2019 Oct 31, 2019	BUY	$84.4 - $85.1 $362,244 - $365,249	4,292 Added 3.44%	129,233 $11 Million
Q2 2019 Jul 17, 2019	BUY	$83.84 - $84.81 $171,872 - $173,860	2,050 Added 1.67%	124,941 $10.6 Million
Q1 2019 Apr 10, 2019	SELL	$83.51 - $84.18 $264,726 - $266,850	-3,170 Reduced 2.51%	122,891 $10.3 Million
Q4 2018 Feb 12, 2019	BUY	$82.85 - $83.62 $10.4 Million - $10.5 Million	126,061 New	126,061 $10.5 Million

Others Institutions Holding SHY

# of Institutions

1,341

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Traverso Chambers Private Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History