A detailed history of Chicago Wealth Management, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 4,906 shares of SHY stock, worth $404,303. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,906
Previous 6,032 18.67%
Holding current value
$404,303
Previous $493,000 18.86%
% of portfolio
0.24%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$81.05 - $81.66 $91,262 - $91,949
-1,126 Reduced 18.67%
4,906 $400,000
Q1 2024

May 15, 2024

SELL
$81.49 - $82.34 $3,667 - $3,705
-45 Reduced 0.74%
6,032 $493,000
Q4 2023

Feb 14, 2024

BUY
$80.62 - $82.04 $104,564 - $106,405
1,297 Added 27.13%
6,077 $498,000
Q3 2023

Nov 13, 2023

BUY
$80.71 - $81.38 $173,607 - $175,048
2,151 Added 81.82%
4,780 $387,000
Q2 2023

Aug 15, 2023

SELL
$81.05 - $82.41 $48,711 - $49,528
-601 Reduced 18.61%
2,629 $213,000
Q1 2023

May 12, 2023

SELL
$80.51 - $82.52 $12.3 Million - $12.6 Million
-152,872 Reduced 97.93%
3,230 $265,000
Q4 2022

Feb 14, 2023

BUY
$80.6 - $81.52 $1.71 Million - $1.73 Million
21,196 Added 15.71%
156,102 $12.7 Million
Q3 2022

Nov 14, 2022

BUY
$81.04 - $83.06 $10.9 Million - $11.2 Million
134,906 New
134,906 $11 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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