Daymark Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Daymark Wealth Partners, LLC

$2.86 Billion
Q1 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 5,583 shares of SHY stock, worth $461,993. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,583

Previous 5,672 1.57%

Holding current value

$461,993

Previous $464,000 0.65%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$81.83 - $82.73 $7,282 - $7,362	-89 Reduced 1.57%	5,583 $461,000
Q3 2024 Oct 08, 2024	BUY	$81.31 - $83.29 $17,156 - $17,574	211 Added 3.86%	5,672 $471,000
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $24,315 - $24,498	300 Added 5.81%	5,461 $445,000
Q1 2024 Apr 10, 2024	SELL	$81.49 - $82.34 $6,111 - $6,175	-75 Reduced 1.43%	5,161 $422,000
Q4 2023 Jan 09, 2024	BUY	$80.62 - $82.04 $96,099 - $97,791	1,192 Added 29.48%	5,236 $429,000
Q2 2023 Jul 19, 2023	SELL	$81.05 - $82.41 $24,315 - $24,723	-300 Reduced 6.91%	4,044 $327,000
Q1 2023 Apr 20, 2023	SELL	$80.51 - $82.52 $469,373 - $481,091	-5,830 Reduced 57.3%	4,344 $356,000
Q4 2022 Jan 25, 2023	BUY	$80.6 - $81.52 $820,024 - $829,384	10,174 New	10,174 $0

Others Institutions Holding SHY

# of Institutions

1,298

Shares Held

240M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Daymark Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History