A detailed history of Welch Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Welch Group, LLC holds 17,686 shares of SHY stock, worth $1.45 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,686
Previous 14,020 26.15%
Holding current value
$1.45 Million
Previous $1.14 Million 28.5%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$81.31 - $83.29 $298,082 - $305,341
3,666 Added 26.15%
17,686 $1.47 Million
Q2 2024

Jul 17, 2024

BUY
$81.05 - $81.66 $142,080 - $143,149
1,753 Added 14.29%
14,020 $1.14 Million
Q1 2024

Apr 09, 2024

BUY
$81.49 - $82.34 $5,867 - $5,928
72 Added 0.59%
12,267 $1 Million
Q4 2023

Jan 22, 2024

BUY
$80.62 - $82.04 $983,160 - $1 Million
12,195 New
12,195 $1 Million
Q4 2022

Jan 27, 2023

BUY
$80.6 - $81.52 $2.34 Million - $2.37 Million
29,090 New
29,090 $2.36 Million
Q2 2020

Jul 22, 2020

SELL
$86.48 - $86.8 $4.95 Million - $4.97 Million
-57,209 Closed
0 $0
Q1 2020

Apr 28, 2020

BUY
$84.67 - $86.69 $4.84 Million - $4.96 Million
57,209 New
57,209 $4.96 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Welch Group, LLC Portfolio

Follow Welch Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Welch Group, LLC with notifications on news.