Western Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Western Wealth Management, LLC holds 21,429 shares of SHY stock, worth $1.76 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,429

Holding current value

$1.76 Million

% of portfolio

0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $1.74 Million - $1.78 Million	21,429 New	21,429 $1.78 Million
Q4 2023 Jan 31, 2024	SELL	$80.62 - $82.04 $158,498 - $161,290	-1,966 Reduced 12.8%	13,396 $1.1 Million
Q3 2023 Nov 07, 2023	SELL	$80.71 - $81.38 $73,526 - $74,137	-911 Reduced 5.6%	15,362 $1.24 Million
Q2 2023 Aug 30, 2023	SELL	$81.05 - $82.41 $164,126 - $166,880	-2,025 Reduced 11.07%	16,273 $1.32 Million
Q1 2023 Aug 30, 2023	BUY	$80.51 - $82.52 $250,064 - $256,307	3,106 Added 20.44%	18,298 $1.5 Million
Q4 2022 Feb 02, 2023	SELL	$80.6 - $81.52 $346,660 - $350,617	-4,301 Reduced 22.06%	15,192 $1.23 Million
Q3 2022 Nov 04, 2022	BUY	$81.04 - $83.06 $1.25 Million - $1.28 Million	15,400 Added 376.25%	19,493 $1.58 Million
Q2 2022 Jul 18, 2022	BUY	$81.97 - $83.48 $7,541 - $7,680	92 Added 2.3%	4,093 $339,000
Q1 2022 May 10, 2022	BUY	$83.25 - $85.49 $333,083 - $342,045	4,001 New	4,001 $333,000
Q4 2021 Feb 14, 2022	SELL	$85.5 - $86.18 $258,210 - $260,263	-3,020 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$86.11 - $86.32 $13,519 - $13,552	157 Added 5.48%	3,020 $259,000
Q1 2021 May 14, 2021	BUY	$86.21 - $86.4 $12,500 - $12,528	145 Added 5.33%	2,863 $247,000
Q4 2020 Feb 10, 2021	SELL	$86.32 - $86.46 $131,551 - $131,765	-1,524 Reduced 35.93%	2,718 $235,000
Q3 2020 Oct 27, 2020	BUY	$86.46 - $86.63 $44,872 - $44,960	519 Added 13.94%	4,242 $367,000
Q2 2020 Jul 20, 2020	SELL	$86.48 - $86.8 $2,853 - $2,864	-33 Reduced 0.88%	3,723 $322,000
Q1 2020 Apr 27, 2020	BUY	$84.67 - $86.69 $2,878 - $2,947	34 Added 0.91%	3,756 $325,000
Q4 2019 Feb 10, 2020	SELL	$84.51 - $85.05 $399,056 - $401,606	-4,722 Reduced 55.92%	3,722 $315,000
Q3 2019 Nov 08, 2019	SELL	$84.4 - $85.1 $22,366 - $22,551	-265 Reduced 3.04%	8,444 $717,000
Q2 2019 Aug 06, 2019	BUY	$83.84 - $84.81 $135,904 - $137,477	1,621 Added 22.87%	8,709 $739,000
Q1 2019 May 10, 2019	BUY	$83.51 - $84.18 $591,918 - $596,667	7,088 New	7,088 $596,000

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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Western Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History