Compass Planning Associates Inc Ishares Barclays 1 3 Year Trea Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Compass Planning Associates Inc holds 2,403 shares of SHY stock, worth $198,511. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,403
Previous 12,298 80.46%
Holding current value
$198,511
Previous $1.01 Billion 80.28%
% of portfolio
0.2%
Previous 1.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$81.83 - $82.73 $809,707 - $818,613
-9,895 Reduced 80.46%
2,403 $199 Million
Q4 2024

Feb 03, 2025
BUY
$81.68 - $82.93 $1 Million - $1.02 Million
12,298 New
12,298 $1.01 Billion

Others Institutions Holding SHY

# of Institutions
1,298
Shares Held
240M
Call Options Held
359K
Put Options Held
44.4K
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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