Koa Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

A detailed history of Koa Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Koa Wealth Management, LLC holds 59,287 shares of SHY stock, worth $4.9 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares
59,287
Previous 58,405 1.51%
Holding current value
$4.9 Million
Previous $4.86 Billion 0.08%
% of portfolio
3.97%
Previous 3.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$81.68 - $82.93 $72,041 - $73,144
882 Added 1.51%
59,287 $4.86 Billion
Q3 2024

Nov 06, 2024
BUY
$81.31 - $83.29 $231,245 - $236,876
2,844 Added 5.12%
58,405 $4.86 Billion
Q2 2024

Jul 23, 2024
BUY
$81.05 - $81.66 $607,064 - $611,633
7,490 Added 15.58%
55,561 $4.54 Billion
Q1 2024

May 07, 2024
BUY
$81.49 - $82.34 $298,823 - $301,940
3,667 Added 8.26%
48,071 $3.93 Billion
Q4 2023

May 07, 2024
BUY
$80.62 - $82.04 $3.58 Million - $3.64 Million
44,404 New
44,404 $3.64 Billion

Others Institutions Holding SHY

# of Institutions
1,285
Shares Held
238M
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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