Pinnacle Wealth Planning Services, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 9,436 shares of SHY stock, worth $781,583. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,436
Previous 9,436 -0.0%
Holding current value
$781,583
Previous $781,000 0.13%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$81.83 - $82.73 $45,579 - $46,080
557 Added 6.27%
9,436 $780,000
Q4 2024

Feb 06, 2025
BUY
$81.68 - $82.93 $725,236 - $736,335
8,879 New
8,879 $727,000
Q1 2021

Apr 29, 2021
SELL
$86.21 - $86.4 $9,569 - $9,590
-111 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$86.32 - $86.46 $9,581 - $9,597
111 New
111 $10,000

Others Institutions Holding SHY

# of Institutions
1,342
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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