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

Mattern Wealth Management LLC

  • $422 Million
  • Q4 2024

A detailed history of Mattern Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mattern Wealth Management LLC holds 8,116 shares of SHY stock, worth $670,949. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,116
Previous 12,116 33.01%
Holding current value
$670,949
Previous $1.01 Million 33.96%
% of portfolio
0.16%
Previous 0.24%

Shares

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

Jan 22, 2025
SELL
$81.68 - $82.93 $326,720 - $331,720
-4,000 Reduced 33.01%
8,116 $665,000
Q2 2024

Jul 17, 2024
BUY
$81.05 - $81.66 $972 - $979
12 Added 0.1%
12,116 $989,000
Q1 2024

May 13, 2024
BUY
$81.49 - $82.34 $814 - $823
10 Added 0.08%
12,104 $989,000
Q4 2023

Feb 12, 2024
BUY
$80.62 - $82.04 $483 - $492
6 Added 0.05%
12,094 $992,000
Q3 2023

Nov 01, 2023
SELL
$80.71 - $81.38 $1,372 - $1,383
-17 Reduced 0.14%
12,088 $978,000
Q2 2023

Jul 26, 2023
SELL
$81.05 - $82.41 $20,019 - $20,355
-247 Reduced 2.0%
12,105 $981,000
Q1 2023

May 05, 2023
BUY
$80.51 - $82.52 $21,254 - $21,785
264 Added 2.18%
12,352 $1.01 Million
Q2 2021

Jul 27, 2021
BUY
$86.11 - $86.32 $459,655 - $460,776
5,338 Added 79.08%
12,088 $1.04 Million
Q1 2021

May 13, 2021
BUY
$86.21 - $86.4 $232,766 - $233,280
2,700 Added 66.67%
6,750 $582,000
Q4 2020

Feb 12, 2021
SELL
$86.32 - $86.46 $49,633 - $49,714
-575 Reduced 12.43%
4,050 $350,000
Q3 2020

Nov 12, 2020
BUY
$86.46 - $86.63 $192,805 - $193,184
2,230 Added 93.11%
4,625 $400,000
Q2 2020

Jul 29, 2020
BUY
$86.48 - $86.8 $207,119 - $207,886
2,395 New
2,395 $207,000

Others Institutions Holding SHY

# of Institutions
1,291
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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