Wealthquest Corp Ishares Barclays 1 3 Year Trea Transaction History

Wealthquest Corp

$635 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$80.51 - $82.52 $49,111 - $50,337	-610 Reduced 4.04%	14,488 $1.19 Million
Q4 2022 Feb 10, 2023	BUY	$80.6 - $81.52 $1.22 Million - $1.23 Million	15,098 New	15,098 $1.23 Million
Q2 2022 Aug 12, 2022	SELL	$81.97 - $83.48 $24 Million - $24.5 Million	-293,377 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $1.58 Million - $1.6 Million	18,522 Added 6.74%	293,377 $25.1 Million
Q3 2021 Nov 15, 2021	BUY	$86.09 - $86.31 $2.47 Million - $2.47 Million	28,650 Added 11.64%	274,855 $23.7 Million
Q2 2021 Aug 10, 2021	BUY	$86.11 - $86.32 $2.92 Million - $2.92 Million	33,878 Added 15.96%	246,205 $21.2 Million
Q1 2021 May 13, 2021	BUY	$86.21 - $86.4 $2.04 Million - $2.04 Million	23,665 Added 12.54%	212,327 $18.3 Million
Q4 2020 Feb 09, 2021	BUY	$86.32 - $86.46 $1.1 Million - $1.11 Million	12,801 Added 7.28%	188,662 $16.3 Million
Q3 2020 Nov 12, 2020	BUY	$86.46 - $86.63 $215,804 - $216,228	2,496 Added 1.44%	175,861 $15.2 Million
Q2 2020 Aug 11, 2020	BUY	$86.48 - $86.8 $15 Million - $15 Million	173,365 New	173,365 $15 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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