A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 210,320 shares of SHY stock, worth $17.2 Million. This represents 11.72% of its overall portfolio holdings.

Number of Shares
210,320
Previous 199,675 5.33%
Holding current value
$17.2 Million
Previous $16.3 Million 7.27%
% of portfolio
11.72%
Previous 11.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$81.31 - $83.29 $865,544 - $886,622
10,645 Added 5.33%
210,320 $17.5 Million
Q2 2024

Jul 09, 2024

BUY
$81.05 - $81.66 $5.08 Million - $5.12 Million
62,719 Added 45.79%
199,675 $16.3 Million
Q1 2024

Apr 04, 2024

SELL
$81.49 - $82.34 $4.36 Million - $4.41 Million
-53,520 Reduced 28.1%
136,956 $11.2 Million
Q4 2023

Jan 22, 2024

BUY
$80.62 - $82.04 $4.32 Million - $4.39 Million
53,569 Added 39.13%
190,476 $15.6 Million
Q3 2023

Oct 16, 2023

BUY
$80.71 - $81.38 $8.54 Million - $8.61 Million
105,776 Added 339.78%
136,907 $11.1 Million
Q2 2023

Aug 04, 2023

BUY
$81.05 - $82.41 $2.52 Million - $2.57 Million
31,131 New
31,131 $2.52 Million
Q4 2022

Jan 17, 2023

BUY
$80.6 - $81.52 $8.77 Million - $8.87 Million
108,856 New
108,856 $0
Q2 2022

Jul 25, 2022

BUY
$81.97 - $83.48 $2.6 Million - $2.65 Million
31,745 Added 17.01%
218,413 $18.1 Million
Q1 2022

Apr 21, 2022

BUY
$83.25 - $85.49 $9.03 Million - $9.28 Million
108,502 Added 138.81%
186,668 $15.6 Million
Q4 2021

Jan 10, 2022

BUY
$85.5 - $86.18 $6.68 Million - $6.74 Million
78,166 New
78,166 $6.69 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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