Daymark Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History

Daymark Wealth Partners, LLC

$2.95 Billion
Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 5,672 shares of SHY stock, worth $463,799. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,672

Previous 5,461 3.86%

Holding current value

$463,799

Previous $445,000 5.84%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$81.31 - $83.29 $17,156 - $17,574	211 Added 3.86%	5,672 $471,000
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $24,315 - $24,498	300 Added 5.81%	5,461 $445,000
Q1 2024 Apr 10, 2024	SELL	$81.49 - $82.34 $6,111 - $6,175	-75 Reduced 1.43%	5,161 $422,000
Q4 2023 Jan 09, 2024	BUY	$80.62 - $82.04 $96,099 - $97,791	1,192 Added 29.48%	5,236 $429,000
Q2 2023 Jul 19, 2023	SELL	$81.05 - $82.41 $24,315 - $24,723	-300 Reduced 6.91%	4,044 $327,000
Q1 2023 Apr 20, 2023	SELL	$80.51 - $82.52 $469,373 - $481,091	-5,830 Reduced 57.3%	4,344 $356,000
Q4 2022 Jan 25, 2023	BUY	$80.6 - $81.52 $820,024 - $829,384	10,174 New	10,174 $0

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Account

Daymark Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History