Wellington Shields Capital Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wellington Shields Capital Management, LLC

  • $1.23 Billion
  • Q4 2024

A detailed history of Wellington Shields Capital Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 4,775 shares of SHY stock, worth $393,412. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,775
Previous 4,775 -0.0%
Holding current value
$393,412
Previous $397,000 1.51%
% of portfolio
0.03%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$80.71 - $81.38 $104,519 - $105,387
-1,295 Reduced 21.33%
4,775 $386,000
Q1 2023

May 11, 2023
SELL
$80.51 - $82.52 $161,020 - $165,040
-2,000 Reduced 24.78%
6,070 $498,000
Q4 2022

Feb 14, 2023
SELL
$80.6 - $81.52 $793,910 - $802,972
-9,850 Reduced 54.97%
8,070 $655,000
Q1 2022

May 12, 2022
BUY
$83.25 - $85.49 $1.49 Million - $1.53 Million
17,920 New
17,920 $1.49 Million

Others Institutions Holding SHY

# of Institutions
1,289
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
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More about SHY
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