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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Alliance with notifications on news.