Sequent Planning LLC Ishares Barclays 1 3 Year Trea Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024

A detailed history of Sequent Planning LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sequent Planning LLC holds 58,983 shares of SHY stock, worth $4.86 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
58,983
Previous 64,596 8.69%
Holding current value
$4.86 Million
Previous $5.37 Billion 9.98%
% of portfolio
1.77%
Previous 1.85%

Shares

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

Feb 11, 2025
SELL
$81.68 - $82.93 $458,469 - $465,486
-5,613 Reduced 8.69%
58,983 $4.84 Billion
Q3 2024

Nov 14, 2024
SELL
$81.31 - $83.29 $814,970 - $834,815
-10,023 Reduced 13.43%
64,596 $5.37 Billion
Q2 2024

Aug 12, 2024
SELL
$81.05 - $81.66 $22,288 - $22,456
-275 Reduced 0.37%
74,619 $6.07 Billion
Q1 2024

May 14, 2024
BUY
$81.49 - $82.34 $6.1 Million - $6.17 Million
74,894 New
74,894 $6.12 Billion

Others Institutions Holding SHY

# of Institutions
1,288
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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