Core Wealth Partners LLC Ishares Barclays 1 3 Year Trea Transaction History

Core Wealth Partners LLC

  • $218 Billion
  • Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,479 shares of SHY stock, worth $205,335. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,479
Previous 3,000 17.37%
Holding current value
$205,335
Previous $249 Million 17.29%
% of portfolio
0.09%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$82.38 - $83.0 $42,919 - $43,243
-521 Reduced 17.37%
2,479 $206 Million
Q2 2025

Aug 11, 2025
BUY
$82.21 - $83.12 $246,629 - $249,360
3,000 New
3,000 $249 Million
Q2 2023

Aug 11, 2023
BUY
$81.05 - $82.41 $207,406 - $210,887
2,559 New
2,559 $207 Million

Others Institutions Holding SHY

# of Institutions
1,341
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
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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