Topel & Distasi Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 44,608 shares of SHY stock, worth $3.65 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
44,608
Previous 43,855 1.72%
Holding current value
$3.65 Million
Previous $3.58 Million 3.6%
% of portfolio
1.54%
Previous 1.57%

Shares

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

Nov 12, 2024
BUY
$81.31 - $83.29 $61,226 - $62,717
753 Added 1.72%
44,608 $3.71 Million
Q2 2024

Aug 09, 2024
SELL
$81.05 - $81.66 $13,778 - $13,882
-170 Reduced 0.39%
43,855 $3.58 Million
Q1 2024

May 06, 2024
SELL
$81.49 - $82.34 $896 - $905
-11 Reduced 0.02%
44,025 $3.6 Million
Q4 2023

Jan 12, 2024
BUY
$80.62 - $82.04 $88,117 - $89,669
1,093 Added 2.55%
44,036 $3.61 Million
Q3 2023

Nov 06, 2023
SELL
$80.71 - $81.38 $79,822 - $80,484
-989 Reduced 2.25%
42,943 $3.48 Million
Q2 2023

Aug 07, 2023
BUY
$81.05 - $82.41 $9,969 - $10,136
123 Added 0.28%
43,932 $3.56 Million
Q1 2023

May 12, 2023
BUY
$80.51 - $82.52 $4,589 - $4,703
57 Added 0.13%
43,809 $3.6 Million
Q4 2022

Jan 31, 2023
BUY
$80.6 - $81.52 $257,678 - $260,619
3,197 Added 7.88%
43,752 $3.55 Million
Q3 2022

Nov 21, 2022
SELL
$81.04 - $83.06 $2,755 - $2,824
-34 Reduced 0.08%
40,555 $3.29 Million
Q2 2022

Aug 05, 2022
SELL
$81.97 - $83.48 $6.92 Million - $7.05 Million
-84,479 Reduced 67.55%
40,589 $3.36 Million
Q1 2022

Apr 21, 2022
BUY
$83.25 - $85.49 $104,645 - $107,460
1,257 Added 1.02%
125,068 $10.4 Million
Q4 2021

Feb 23, 2022
BUY
$85.5 - $86.18 $10.6 Million - $10.7 Million
123,811 New
123,811 $10.6 Million

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
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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