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

Wms Partners, LLC

$1.7 Billion
Q3 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 4,575 shares of SHY stock, worth $375,287. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,575

Previous 3,325 37.59%

Holding current value

$375,287

Previous $271,000 40.22%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $101,637 - $104,112	1,250 Added 37.59%	4,575 $380,000
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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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