Ritholtz Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Ritholtz Wealth Management holds 115,347 shares of SHY stock, worth $9.54 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

115,347

Previous 94,158 22.5%

Holding current value

$9.54 Million

Previous $7.72 Million 23.62%

% of portfolio

0.29%

Previous 0.23%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$81.83 - $82.73 $1.73 Million - $1.75 Million	21,189 Added 22.5%	115,347 $9.54 Million
Q4 2024 Jan 14, 2025	SELL	$81.68 - $82.93 $312,426 - $317,207	-3,825 Reduced 3.9%	94,158 $7.72 Million
Q3 2024 Oct 10, 2024	BUY	$81.31 - $83.29 $724,553 - $742,197	8,911 Added 10.0%	97,983 $8.15 Million
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $90,857 - $91,540	-1,121 Reduced 1.24%	89,072 $7.27 Million
Q1 2024 Apr 24, 2024	SELL	$81.49 - $82.34 $571,815 - $577,779	-7,017 Reduced 7.22%	90,193 $7.38 Million
Q4 2023 Jan 18, 2024	SELL	$80.62 - $82.04 $1.02 Million - $1.03 Million	-12,591 Reduced 11.47%	97,210 $7.98 Million
Q3 2023 Oct 13, 2023	BUY	$80.71 - $81.38 $435,511 - $439,126	5,396 Added 5.17%	109,801 $8.89 Million
Q2 2023 Jul 14, 2023	BUY	$81.05 - $82.41 $870,639 - $885,248	10,742 Added 11.47%	104,405 $8.47 Million
Q1 2023 Apr 19, 2023	SELL	$80.51 - $82.52 $103 Million - $106 Million	-1,279,584 Reduced 93.18%	93,663 $7.7 Million
Q4 2022 Jan 18, 2023	SELL	$80.6 - $81.52 $257 Million - $260 Million	-3,190,714 Reduced 69.91%	1,373,247 $0
Q3 2022 Oct 18, 2022	BUY	$81.04 - $83.06 $4 Million - $4.1 Million	49,363 Added 1.09%	4,563,961 $371 Million
Q2 2022 Jul 15, 2022	BUY	$81.97 - $83.48 $354 Million - $360 Million	4,315,670 Added 2169.46%	4,514,598 $374 Million
Q1 2022 Apr 14, 2022	BUY	$83.25 - $85.49 $1.44 Million - $1.48 Million	17,327 Added 9.54%	198,928 $16.6 Million
Q4 2021 Jan 18, 2022	BUY	$85.5 - $86.18 $2.03 Million - $2.05 Million	23,795 Added 15.08%	181,601 $15.5 Million
Q3 2021 Oct 14, 2021	BUY	$86.09 - $86.31 $981,856 - $984,365	11,405 Added 7.79%	157,806 $13.6 Million
Q2 2021 Jul 20, 2021	BUY	$86.11 - $86.32 $5.09 Million - $5.1 Million	59,122 Added 67.74%	146,401 $12.6 Million
Q1 2021 May 12, 2021	BUY	$86.21 - $86.4 $1.46 Million - $1.46 Million	16,898 Added 24.01%	87,279 $7.53 Million
Q4 2020 Jan 19, 2021	BUY	$86.32 - $86.46 $318,952 - $319,469	3,695 Added 5.54%	70,381 $6.08 Million
Q3 2020 Oct 23, 2020	BUY	$86.46 - $86.63 $767,678 - $769,187	8,879 Added 15.36%	66,686 $5.77 Million
Q2 2020 Jul 15, 2020	BUY	$86.48 - $86.8 $1.22 Million - $1.23 Million	14,148 Added 32.41%	57,807 $5.01 Million
Q1 2020 Apr 09, 2020	BUY	$84.67 - $86.69 $3.48 Million - $3.57 Million	41,154 Added 1642.87%	43,659 $3.78 Million
Q4 2019 Jan 17, 2020	BUY	$84.51 - $85.05 $211,697 - $213,050	2,505 New	2,505 $212,000
Q2 2019 Jul 15, 2019	SELL	$83.84 - $84.81 $315,070 - $318,715	-3,758 Closed	0 $0
Q1 2019 Apr 12, 2019	BUY	$83.51 - $84.18 $313,830 - $316,348	3,758 New	3,758 $316,000

Others Institutions Holding SHY

# of Institutions

1,299

Shares Held

240M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Ishares Barclays 1 3 Year Trea Transaction History