Whalen Wealth Management Inc. Ishares Barclays 1 3 Year Trea Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,702 shares of SHY stock, worth $389,466. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,702
Previous 4,460 5.43%
Holding current value
$389,466
Previous $370 Million 5.55%
% of portfolio
0.23%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$82.38 - $83.0 $19,935 - $20,086
242 Added 5.43%
4,702 $390 Million
Q2 2025

Aug 04, 2025
BUY
$82.21 - $83.12 $366,656 - $370,715
4,460 New
4,460 $370 Million
Q4 2024

Jan 17, 2025
SELL
$81.68 - $82.93 $28.2 Million - $28.7 Million
-345,857 Reduced 98.68%
4,641 $380 Million
Q3 2024

Nov 07, 2024
BUY
$81.31 - $83.29 $942,870 - $965,830
11,596 Added 3.42%
350,498 $29.1 Billion
Q2 2024

Aug 01, 2024
BUY
$81.05 - $81.66 $27.5 Million - $27.7 Million
338,902 New
338,902 $27.7 Billion

Others Institutions Holding SHY

# of Institutions
1,340
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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