Creative One Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Creative One Wealth, LLC

$3.51 Billion
Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,725 shares of SHY stock, worth $639,861. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,725

Previous 66,683 88.42%

Holding current value

$639,861

Previous $5.53 Million 88.42%

% of portfolio

0.02%

Previous 0.16%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$82.38 - $83.0 $4.86 Million - $4.89 Million	-58,958 Reduced 88.42%	7,725 $640,000
Q2 2025 Aug 12, 2025	BUY	$82.21 - $83.12 $2.34 Million - $2.36 Million	28,403 Added 74.2%	66,683 $5.53 Million
Q1 2025 May 14, 2025	BUY	$81.83 - $82.73 $65,545 - $66,266	801 Added 2.14%	38,280 $3.17 Million
Q4 2024 Feb 13, 2025	BUY	$81.68 - $82.93 $564,735 - $573,378	6,914 Added 22.62%	37,479 $3.07 Million
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $354,674 - $363,310	4,362 Added 16.65%	30,565 $2.54 Million

Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $19,776 - $19,925	244 Added 0.94%	26,203 $2.14 Million
Q1 2024 May 14, 2024	BUY	$81.49 - $82.34 $1.37 Million - $1.39 Million	16,851 Added 185.01%	25,959 $2.12 Million
Q4 2023 Feb 09, 2024	SELL	$80.62 - $82.04 $339,490 - $345,470	-4,211 Reduced 31.62%	9,108 $747,000
Q3 2023 Oct 17, 2023	SELL	$80.71 - $81.38 $14.4 Million - $14.5 Million	-178,347 Reduced 93.05%	13,319 $1.08 Million
Q2 2023 Aug 16, 2023	BUY	$81.05 - $82.41 $433,617 - $440,893	5,350 Added 2.87%	191,666 $15.5 Million
Q2 2023 Aug 14, 2023	SELL	$81.05 - $82.41 $11.1 Million - $11.3 Million	-137,110 Reduced 42.39%	186,316 $15.1 Million
Q1 2023 May 15, 2023	BUY	$80.51 - $82.52 $1.29 Million - $1.32 Million	15,997 Added 5.2%	323,426 $26.6 Million
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $3.6 Million - $3.65 Million	-44,724 Reduced 12.7%	307,429 $25 Million
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $15.2 Million - $15.6 Million	-188,143 Reduced 34.82%	352,153 $28.6 Million
Q2 2022 Aug 12, 2022	SELL	$81.97 - $83.48 $3.46 Million - $3.53 Million	-42,234 Reduced 7.25%	540,296 $44.7 Million
Q1 2022 May 13, 2022	BUY	$83.25 - $85.49 $48.5 Million - $49.8 Million	582,530 New	582,530 $48.6 Million
Q4 2021 Feb 15, 2022	SELL	$85.5 - $86.18 $1.67 Million - $1.69 Million	-19,579 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$86.09 - $86.31 $905,494 - $907,808	10,518 Added 116.08%	19,579 $1.69 Million
Q2 2021 Aug 13, 2021	SELL	$86.11 - $86.32 $12.1 Million - $12.1 Million	-140,047 Reduced 93.92%	9,061 $781,000
Q1 2021 May 17, 2021	BUY	$86.21 - $86.4 $11.3 Million - $11.3 Million	130,962 Added 721.71%	149,108 $12.9 Million
Q4 2020 Feb 12, 2021	SELL	$86.32 - $86.46 $689,351 - $690,469	-7,986 Reduced 30.56%	18,146 $1.57 Million
Q3 2020 Nov 13, 2020	SELL	$86.46 - $86.63 $1.96 Million - $1.96 Million	-22,666 Reduced 46.45%	26,132 $2.26 Million
Q2 2020 Aug 13, 2020	SELL	$86.48 - $86.8 $9.22 Million - $9.26 Million	-106,669 Reduced 68.61%	48,798 $4.23 Million
Q1 2020 May 14, 2020	BUY	$84.67 - $86.69 $10.5 Million - $10.7 Million	123,575 Added 387.48%	155,467 $13.5 Million
Q4 2019 Feb 13, 2020	SELL	$84.51 - $85.05 $5.66 Million - $5.7 Million	-66,976 Reduced 67.74%	31,892 $2.7 Million
Q3 2019 Nov 13, 2019	BUY	$84.4 - $85.1 $1.16 Million - $1.17 Million	13,730 Added 16.13%	98,868 $8.39 Million
Q2 2019 Aug 15, 2019	BUY	$83.84 - $84.81 $7.14 Million - $7.22 Million	85,138 New	85,138 $7.22 Million

Others Institutions Holding SHY

# of Institutions

1,341

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

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Creative One Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History