Sky Oak Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 7,530 shares of SHY stock, worth $618,514. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,530

Previous 7,818 3.68%

Holding current value

$618,514

Previous $650,000 5.08%

% of portfolio

0.13%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$81.68 - $82.93 $23,523 - $23,883	-288 Reduced 3.68%	7,530 $617,000
Q3 2024 Nov 04, 2024	SELL	$81.31 - $83.29 $6,911 - $7,079	-85 Reduced 1.08%	7,818 $650,000
Q2 2024 Aug 12, 2024	SELL	$81.05 - $81.66 $64,434 - $64,919	-795 Reduced 9.14%	7,903 $645,000
Q1 2024 Apr 29, 2024	SELL	$81.49 - $82.34 $57,613 - $58,214	-707 Reduced 7.52%	8,698 $711,000
Q3 2023 Oct 24, 2023	SELL	$80.71 - $81.38 $41,081 - $41,422	-509 Reduced 5.13%	9,405 $761,000
Q2 2023 Jul 20, 2023	SELL	$81.05 - $82.41 $126,600 - $128,724	-1,562 Reduced 13.61%	9,914 $803,000
Q1 2023 May 02, 2023	SELL	$80.51 - $82.52 $221,724 - $227,260	-2,754 Reduced 19.35%	11,476 $942,000
Q4 2022 Jan 26, 2023	SELL	$80.6 - $81.52 $447,894 - $453,006	-5,557 Reduced 28.08%	14,230 $0
Q3 2022 Oct 25, 2022	SELL	$81.04 - $83.06 $2.31 Million - $2.37 Million	-28,543 Reduced 59.06%	19,787 $1.61 Million
Q2 2022 Jul 26, 2022	BUY	$81.97 - $83.48 $20,328 - $20,703	248 Added 0.52%	48,330 $4 Million
Q1 2022 Apr 18, 2022	BUY	$83.25 - $85.49 $3.54 Million - $3.63 Million	42,514 Added 763.54%	48,082 $4.01 Million
Q3 2021 Oct 21, 2021	SELL	$86.09 - $86.31 $430 - $431	-5 Reduced 0.09%	5,568 $480,000
Q1 2021 Apr 29, 2021	SELL	$86.21 - $86.4 $94,658 - $94,867	-1,098 Reduced 16.46%	5,573 $481,000
Q4 2020 Feb 02, 2021	SELL	$86.32 - $86.46 $17,522 - $17,551	-203 Reduced 2.95%	6,671 $576,000
Q3 2020 Nov 03, 2020	SELL	$86.46 - $86.63 $127,960 - $128,212	-1,480 Reduced 17.72%	6,874 $595,000
Q2 2020 Aug 10, 2020	SELL	$86.48 - $86.8 $286,335 - $287,394	-3,311 Reduced 28.38%	8,354 $724,000
Q1 2020 May 04, 2020	BUY	$84.67 - $86.69 $378,474 - $387,504	4,470 Added 62.13%	11,665 $1.01 Million
Q4 2019 Feb 04, 2020	BUY	$84.51 - $85.05 $608,049 - $611,934	7,195 New	7,195 $609,000

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

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Sky Oak Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History