Epg Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Epg Wealth Management LLC holds 30,705 shares of SHY stock, worth $2.54 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

30,705

Previous 28,702 6.98%

Holding current value

$2.54 Million

Previous $2.38 Billion 7.1%

% of portfolio

0.7%

Previous 0.71%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$82.38 - $83.0 $165,007 - $166,249	2,003 Added 6.98%	30,705 $2.55 Billion
Q2 2025 Aug 05, 2025	SELL	$82.21 - $83.12 $33,459 - $33,829	-407 Reduced 1.4%	28,702 $2.38 Billion
Q1 2025 May 13, 2025	SELL	$81.83 - $82.73 $17,266 - $17,456	-211 Reduced 0.72%	29,109 $2.41 Billion
Q4 2024 Feb 14, 2025	BUY	$81.68 - $82.93 $43,045 - $43,704	527 Added 1.83%	29,320 $2.4 Billion
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $2.34 Million - $2.4 Million	28,793 New	28,793 $2.39 Billion

Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $2.49 Million - $2.51 Million	-30,738 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$81.49 - $82.34 $76,193 - $76,987	935 Added 3.14%	30,738 $2.51 Million
Q4 2023 Feb 14, 2024	BUY	$80.62 - $82.04 $142,536 - $145,046	1,768 Added 6.31%	29,803 $2.45 Million
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $80,306 - $80,973	-995 Reduced 3.43%	28,035 $2.27 Million
Q2 2023 Aug 15, 2023	SELL	$81.05 - $82.41 $377,044 - $383,371	-4,652 Reduced 13.81%	29,030 $2.35 Million
Q1 2023 May 15, 2023	SELL	$80.51 - $82.52 $593,358 - $608,172	-7,370 Reduced 17.95%	33,682 $2.77 Million
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $2.03 Million - $2.06 Million	25,225 Added 159.38%	41,052 $3.33 Million
Q3 2022 Nov 15, 2022	BUY	$81.04 - $83.06 $1.28 Million - $1.31 Million	15,827 New	15,827 $1.29 Million
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $9,262 - $9,433	-113 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$83.25 - $85.49 $376,706 - $386,842	-4,525 Reduced 97.56%	113 $9,000
Q4 2021 Feb 14, 2022	SELL	$85.5 - $86.18 $239,998 - $241,907	-2,807 Reduced 37.7%	4,638 $397,000
Q3 2021 Nov 15, 2021	SELL	$86.09 - $86.31 $241,396 - $242,013	-2,804 Reduced 27.36%	7,445 $641,000
Q2 2021 Aug 09, 2021	SELL	$86.11 - $86.32 $8,352 - $8,373	-97 Reduced 0.94%	10,249 $883,000
Q1 2021 May 10, 2021	BUY	$86.21 - $86.4 $891,928 - $893,894	10,346 New	10,346 $892,000
Q3 2020 Nov 02, 2020	SELL	$86.46 - $86.63 $874,542 - $876,262	-10,115 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$86.48 - $86.8 $777,628 - $780,505	8,992 Added 800.71%	10,115 $876,000
Q1 2020 May 05, 2020	BUY	$84.67 - $86.69 $84,670 - $86,690	1,000 Added 813.01%	1,123 $97,000
Q4 2019 Feb 14, 2020	BUY	$84.51 - $85.05 $10,394 - $10,461	123 New	123 $10,000

Others Institutions Holding SHY

# of Institutions

1,340

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Epg Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History