Shira Ridge Wealth Management Ishares Barclays 1 3 Year Trea Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

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 46,870 shares of SHY stock, worth $3.85 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

46,870

Previous 20,715 126.26%

Holding current value

$3.85 Million

Previous $1.72 Billion 123.08%

% of portfolio

1.88%

Previous 0.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$81.68 - $82.93 $2.14 Million - $2.17 Million	26,155 Added 126.26%	46,870 $3.84 Billion
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

# of Institutions

1,230

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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 Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Ishares Barclays 1 3 Year Trea Transaction History