Essential Planning, Llc. Ishares Barclays 1 3 Year Trea Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Essential Planning, Llc. holds 40,237 shares of SHY stock, worth $3.33 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
40,237
Previous 41,547 3.15%
Holding current value
$3.33 Million
Previous $3.44 Billion 3.03%
% of portfolio
1.15%
Previous 1.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$82.38 - $83.0 $107,917 - $108,730
-1,310 Reduced 3.15%
40,237 $3.34 Billion
Q2 2025

Aug 14, 2025
SELL
$82.21 - $83.12 $60,588 - $61,259
-737 Reduced 1.74%
41,547 $3.44 Billion
Q1 2025

May 08, 2025
SELL
$81.83 - $82.73 $197 Million - $200 Million
-2,411,782 Reduced 98.28%
42,284 $3.5 Billion
Q4 2024

Feb 07, 2025
BUY
$81.68 - $82.93 $197 Million - $200 Million
2,405,880 Added 4992.9%
2,454,066 $201 Million
Q3 2024

Nov 07, 2024
SELL
$81.31 - $83.29 $36,182 - $37,064
-445 Reduced 0.92%
48,186 $4.01 Million
Q2 2024

Aug 14, 2024
SELL
$81.05 - $81.66 $499,673 - $503,433
-6,165 Reduced 11.25%
48,631 $3.97 Million
Q4 2023

Feb 13, 2024
SELL
$80.62 - $82.04 $137,698 - $140,124
-1,708 Reduced 3.02%
54,796 $4.5 Million
Q3 2023

Nov 08, 2023
SELL
$80.71 - $81.38 $345,035 - $347,899
-4,275 Reduced 7.03%
56,504 $4.58 Million
Q2 2023

Aug 10, 2023
SELL
$81.05 - $82.41 $673,201 - $684,497
-8,306 Reduced 12.02%
60,779 $4.93 Million
Q1 2023

May 09, 2023
SELL
$80.51 - $82.52 $881,987 - $904,006
-10,955 Reduced 13.69%
69,085 $5.68 Million
Q4 2022

Feb 14, 2023
SELL
$80.6 - $81.52 $56,097 - $56,737
-696 Reduced 0.86%
80,040 $6.5 Million
Q3 2022

Nov 09, 2022
BUY
$81.04 - $83.06 $6.54 Million - $6.71 Million
80,736 New
80,736 $6.56 Million

Others Institutions Holding SHY

# of Institutions
1,341
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
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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