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

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,673 shares of SHY stock, worth $300,745. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,673
Previous 3,673 -0.0%
Holding current value
$300,745
Previous $297,000 1.35%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 20, 2023
BUY
$80.71 - $81.38 $49,313 - $49,723
611 Added 19.95%
3,673 $297,000
Q2 2023

Aug 28, 2023
BUY
$81.05 - $82.41 $4,781 - $4,862
59 Added 1.96%
3,062 $248,000
Q1 2023

Apr 24, 2023
SELL
$80.51 - $82.52 $17,792 - $18,236
-221 Reduced 6.85%
3,003 $246,000
Q4 2022

Mar 01, 2023
BUY
$80.6 - $81.52 $39,735 - $40,189
493 Added 18.05%
3,224 $262,000
Q3 2022

Oct 31, 2022
BUY
$81.04 - $83.06 $221,320 - $226,836
2,731 New
2,731 $222,000

Others Institutions Holding SHY

# of Institutions
1,276
Shares Held
245M
Call Options Held
466K
Put Options Held
196K
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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