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

Tria Gen Wealth Management LLC

  • $221 Million
  • Q1 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 15,831 shares of SHY stock, worth $1.29 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
15,831
Previous 25,205 37.19%
Holding current value
$1.29 Million
Previous $2.07 Million 37.4%
% of portfolio
0.59%
Previous 1.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.22 - $83.06 $1.41 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
1,179
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
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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