Wms Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wms Partners, LLC

$1.51 Billion
Q2 2024

A detailed history of Wms Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wms Partners, LLC holds 3,325 shares of SHY stock, worth $276,872. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,325

Previous 3,325 -0.0%

Holding current value

$276,872

Previous $271,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$81.49 - $82.34 $29,825 - $30,136	366 Added 12.37%	3,325 $271,000
Q4 2023 Feb 12, 2024	BUY	$80.62 - $82.04 $238,554 - $242,756	2,959 New	2,959 $242,000
Q3 2022 Nov 08, 2022	SELL	$81.04 - $83.06 $10,616 - $10,880	-131 Reduced 4.29%	2,925 $238,000
Q3 2021 Nov 12, 2021	BUY	$86.09 - $86.31 $19,800 - $19,851	230 Added 8.14%	3,056 $263,000
Q4 2020 Feb 17, 2021	BUY	$86.32 - $86.46 $25,032 - $25,073	290 Added 11.44%	2,826 $244,000
Q2 2020 Aug 12, 2020	BUY	$86.48 - $86.8 $219,313 - $220,124	2,536 New	2,536 $220,000

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
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wms Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wms Partners, LLC with notifications on news.

Account