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

1,206

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