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

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wj Wealth Management, LLC holds 12,028 shares of SHY stock, worth $987,498. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,028
Previous 79,714 84.91%
Holding current value
$987,498
Previous $6.51 Million 84.63%
% of portfolio
0.37%
Previous 2.43%

Shares

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

Oct 31, 2024
SELL
$81.31 - $83.29 $5.5 Million - $5.64 Million
-67,686 Reduced 84.91%
12,028 $1 Million
Q2 2024

Aug 09, 2024
SELL
$81.05 - $81.66 $2 Million - $2.02 Million
-24,733 Reduced 23.68%
79,714 $6.51 Million
Q1 2024

Apr 17, 2024
SELL
$81.49 - $82.34 $1.72 Million - $1.73 Million
-21,066 Reduced 16.78%
104,447 $8.54 Million
Q4 2023

Jan 12, 2024
SELL
$80.62 - $82.04 $766,051 - $779,544
-9,502 Reduced 7.04%
125,513 $10.3 Million
Q3 2023

Oct 10, 2023
SELL
$80.71 - $81.38 $3.54 Million - $3.57 Million
-43,913 Reduced 24.54%
135,015 $10.9 Million
Q2 2023

Jul 11, 2023
BUY
$81.05 - $82.41 $2.77 Million - $2.82 Million
34,222 Added 23.65%
178,928 $14.5 Million
Q1 2023

Apr 12, 2023
BUY
$80.51 - $82.52 $11.4 Million - $11.7 Million
141,906 Added 5068.07%
144,706 $11.9 Million
Q4 2022

Feb 15, 2023
BUY
$80.6 - $81.52 $225,679 - $228,256
2,800 New
2,800 $227,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
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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