Wealthcare Advisory Partners LLC Ishares Barclays 1 3 Year Trea Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 28,899 shares of SHY stock, worth $2.37 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

28,899

Previous 189,410 84.74%

Holding current value

$2.37 Million

Previous $15.5 Million 84.47%

% of portfolio

0.07%

Previous 0.49%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$81.31 - $83.29 $13.1 Million - $13.4 Million	-160,511 Reduced 84.74%	28,899 $2.4 Million
Q2 2024 Aug 09, 2024	SELL	$81.05 - $81.66 $2.42 Million - $2.44 Million	-29,851 Reduced 13.61%	189,410 $15.5 Million
Q1 2024 Apr 15, 2024	SELL	$81.49 - $82.34 $2.73 Million - $2.76 Million	-33,520 Reduced 13.26%	219,261 $17.9 Million
Q4 2023 Feb 06, 2024	SELL	$80.62 - $82.04 $2.05 Million - $2.09 Million	-25,430 Reduced 9.14%	252,781 $20.7 Million
Q3 2023 Oct 12, 2023	SELL	$80.71 - $81.38 $11.8 Million - $11.9 Million	-146,148 Reduced 34.44%	278,211 $22.5 Million
Q2 2023 Jul 17, 2023	BUY	$81.05 - $82.41 $17.7 Million - $18 Million	218,084 Added 105.72%	424,359 $34.4 Million
Q1 2023 May 04, 2023	BUY	$80.51 - $82.52 $108,607 - $111,319	1,349 Added 0.66%	206,275 $16.9 Million
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $1.57 Million - $1.58 Million	19,417 Added 10.47%	204,926 $16.6 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $3.09 Million - $3.17 Million	38,110 Added 25.85%	185,509 $15.1 Million
Q2 2022 Aug 15, 2022	BUY	$81.97 - $83.48 $10.7 Million - $10.9 Million	131,005 Added 799.1%	147,399 $12.2 Million
Q1 2022 Apr 15, 2022	BUY	$83.25 - $85.49 $418,830 - $430,100	5,031 Added 44.28%	16,394 $1.37 Million
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $247,522 - $249,491	2,895 Added 34.19%	11,363 $971,000
Q3 2021 Nov 15, 2021	BUY	$86.09 - $86.31 $59,402 - $59,553	690 Added 8.87%	8,468 $730,000
Q2 2021 Aug 16, 2021	BUY	$86.11 - $86.32 $421,594 - $422,622	4,896 Added 169.88%	7,778 $670,000
Q1 2021 Apr 30, 2021	SELL	$86.21 - $86.4 $27,587 - $27,648	-320 Reduced 9.99%	2,882 $249,000
Q4 2020 Feb 12, 2021	SELL	$86.32 - $86.46 $97,541 - $97,699	-1,130 Reduced 26.08%	3,202 $277,000
Q3 2020 Oct 29, 2020	SELL	$86.46 - $86.63 $176,378 - $176,725	-2,040 Reduced 32.02%	4,332 $375,000
Q2 2020 Jul 29, 2020	SELL	$86.48 - $86.8 $66,935 - $67,183	-774 Reduced 10.83%	6,372 $552,000
Q1 2020 Apr 29, 2020	SELL	$84.67 - $86.69 $33,783 - $34,589	-399 Reduced 5.29%	7,146 $619,000
Q4 2019 Jan 29, 2020	BUY	$84.51 - $85.05 $130,229 - $131,062	1,541 Added 25.67%	7,545 $639,000
Q3 2019 Oct 17, 2019	BUY	$84.4 - $85.1 $113,180 - $114,119	1,341 Added 28.76%	6,004 $509,000
Q2 2019 Jul 30, 2019	BUY	$83.84 - $84.81 $82,330 - $83,283	982 Added 26.68%	4,663 $395,000
Q1 2019 May 13, 2019	BUY	$83.51 - $84.18 $252,450 - $254,476	3,023 Added 459.42%	3,681 $310,000
Q4 2018 Feb 14, 2019	BUY	$82.85 - $83.62 $414 - $418	5 Added 0.77%	658 $55,000
Q3 2018 Nov 14, 2018	SELL	$83.02 - $83.34 $7,471 - $7,500	-90 Reduced 12.11%	653 $54,000
Q2 2018 Aug 14, 2018	SELL	$83.11 - $83.6 $93,664 - $94,217	-1,127 Reduced 60.27%	743 $62,000
Q1 2018 May 15, 2018	SELL	$83.38 - $83.82 $3,501 - $3,520	-42 Reduced 2.2%	1,870 $156,000
Q4 2017 Feb 14, 2018	BUY	$83.78 - $84.55 $37,282 - $37,624	445 Added 30.33%	1,912 $160,000
Q3 2017 Nov 15, 2017	BUY	$84.45 - $84.47 $123,888 - $123,917	1,467	1,467 $124,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Wealthcare Advisory Partners LLC Ishares Barclays 1 3 Year Trea Transaction History