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

Wj Wealth Management, LLC

$268 Million
Q2 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 79,714 shares of SHY stock, worth $6.64 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

79,714

Previous 104,447 23.68%

Holding current value

$6.64 Million

Previous $8.54 Million 23.8%

% of portfolio

2.43%

Previous 3.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,186

Shares Held

224M

Call Options Held

311K

Put Options Held

40.1K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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