A detailed history of Shira Ridge Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Shira Ridge Wealth Management holds 20,715 shares of SHY stock, worth $1.69 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
20,715
Previous 11,054 87.4%
Holding current value
$1.69 Million
Previous $903 Million 90.84%
% of portfolio
0.88%
Previous 0.5%

Shares

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

Oct 10, 2024

BUY
$81.31 - $83.29 $785,535 - $804,664
9,661 Added 87.4%
20,715 $1.72 Billion
Q2 2024

Jul 11, 2024

SELL
$81.05 - $81.66 $205,948 - $207,498
-2,541 Reduced 18.69%
11,054 $903 Million
Q1 2024

Apr 18, 2024

SELL
$81.49 - $82.34 $229,231 - $231,622
-2,813 Reduced 17.14%
13,595 $1.11 Billion
Q4 2023

Jan 10, 2024

SELL
$80.62 - $82.04 $568,612 - $578,628
-7,053 Reduced 30.06%
16,408 $1.35 Billion
Q3 2023

Oct 10, 2023

SELL
$80.71 - $81.38 $956,171 - $964,108
-11,847 Reduced 33.55%
23,461 $1.9 Billion
Q2 2023

Jul 12, 2023

SELL
$81.05 - $82.41 $382,556 - $388,975
-4,720 Reduced 11.79%
35,308 $2.86 Billion
Q1 2023

May 08, 2023

SELL
$80.51 - $82.52 $1.04 Million - $1.07 Million
-12,974 Reduced 24.48%
40,028 $3.29 Billion
Q4 2022

Jan 12, 2023

BUY
$80.6 - $81.52 $4.27 Million - $4.32 Million
53,002 New
53,002 $4.3 Billion

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


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