Wealth Alliance Ishares Barclays 1 3 Year Trea Transaction History

Wealth Alliance

$818 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$80.51 - $82.52 $848,736 - $869,925	-10,542 Reduced 25.85%	30,238 $2.48 Million
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $54,807 - $55,433	-680 Reduced 1.64%	40,780 $3.31 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $2.52 Million - $2.58 Million	31,077 Added 299.31%	41,460 $3.37 Million
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $703,384 - $716,341	-8,581 Reduced 45.25%	10,383 $860,000
Q1 2022 May 10, 2022	BUY	$83.25 - $85.49 $858,390 - $881,487	10,311 Added 119.16%	18,964 $1.58 Million
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $63,013 - $63,514	737 Added 9.31%	8,653 $740,000
Q3 2021 Nov 12, 2021	SELL	$86.09 - $86.31 $4,046 - $4,056	-47 Reduced 0.59%	7,916 $682,000
Q2 2021 Aug 16, 2021	BUY	$86.11 - $86.32 $2,841 - $2,848	33 Added 0.42%	7,963 $686,000
Q1 2021 May 18, 2021	BUY	$86.21 - $86.4 $683,645 - $685,152	7,930 New	7,930 $684,000
Q4 2020 Feb 11, 2021	SELL	$86.32 - $86.46 $3.31 Million - $3.32 Million	-38,366 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$86.46 - $86.63 $2.05 Million - $2.06 Million	-23,765 Reduced 38.25%	38,366 $3.32 Million
Q2 2020 Aug 14, 2020	BUY	$86.48 - $86.8 $5.37 Million - $5.39 Million	62,131 New	62,131 $5.38 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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