Chicago Wealth Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Chicago Wealth Management, Inc.

$164 Million
Q2 2024

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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,181

Shares Held

223M

Call Options Held

311K

Put Options Held

40.1K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Chicago Wealth Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History