Tria Gen Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Tria Gen Wealth Management LLC

$273 Million
Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 16,925 shares of SHY stock, worth $1.39 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

16,925

Previous 16,709 1.29%

Holding current value

$1.39 Million

Previous $1.36 Million 3.15%

% of portfolio

0.51%

Previous 0.57%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$81.31 - $83.29 $17,562 - $17,990	216 Added 1.29%	16,925 $1.41 Million
Q2 2024 Jul 18, 2024	BUY	$81.05 - $81.66 $71,161 - $71,697	878 Added 5.55%	16,709 $1.36 Million
Q1 2024 Apr 23, 2024	SELL	$81.49 - $82.34 $763,887 - $771,855	-9,374 Reduced 37.19%	15,831 $1.29 Million
Q4 2023 Jan 22, 2024	SELL	$80.62 - $82.04 $201,308 - $204,853	-2,497 Reduced 9.01%	25,205 $2.07 Million
Q3 2023 Oct 23, 2023	BUY	$80.71 - $81.38 $141,403 - $142,577	1,752 Added 6.75%	27,702 $2.24 Million
Q2 2023 Aug 08, 2023	BUY	$81.05 - $82.41 $34,608 - $35,189	427 Added 1.67%	25,950 $2.1 Million
Q1 2023 Apr 24, 2023	BUY	$80.51 - $82.52 $327,031 - $335,196	4,062 Added 18.93%	25,523 $2.1 Million
Q4 2022 Feb 09, 2023	BUY	$80.6 - $81.52 $39,010 - $39,455	484 Added 2.31%	21,461 $1.74 Million
Q3 2022 Oct 21, 2022	BUY	$81.04 - $83.06 $1.4 Million - $1.44 Million	17,305 Added 471.27%	20,977 $1.7 Million
Q2 2022 Jul 29, 2022	BUY	$81.97 - $83.48 $6,967 - $7,095	85 Added 2.37%	3,672 $304,000
Q1 2022 Apr 29, 2022	BUY	$83.25 - $85.49 $77,672 - $79,762	933 Added 35.15%	3,587 $299,000
Q4 2021 Feb 09, 2022	BUY	$85.5 - $86.18 $342 - $344	4 Added 0.15%	2,654 $227,000
Q3 2021 Nov 10, 2021	BUY	$86.09 - $86.31 $2,324 - $2,330	27 Added 1.03%	2,650 $228,000
Q2 2021 Aug 02, 2021	BUY	$86.11 - $86.32 $225,866 - $226,417	2,623 New	2,623 $226,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Account

Tria Gen Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History