Wealth Enhancement Advisory Services, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wealth Enhancement Advisory Services, LLC

$61.1 Billion
Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 410,805 shares of SHY stock, worth $34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

410,805

Previous 425,730 3.51%

Holding current value

$34 Million

Previous $35.3 Million 3.39%

% of portfolio

0.06%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$82.38 - $83.0 $1.23 Million - $1.24 Million	-14,925 Reduced 3.51%	410,805 $34.1 Million
Q2 2025 Jul 10, 2025	SELL	$82.21 - $83.12 $337,718 - $341,456	-4,108 Reduced 0.96%	425,730 $35.3 Million
Q1 2025 Apr 16, 2025	SELL	$81.83 - $82.73 $7.55 Million - $7.63 Million	-92,266 Reduced 17.67%	429,838 $35.6 Million
Q4 2024 Mar 17, 2025	BUY	$81.68 - $82.93 $12.6 Million - $12.8 Million	154,713 Added 42.11%	522,104 $42.8 Million
Q4 2024 Jan 10, 2025	BUY	$81.68 - $82.93 $49,988 - $50,753	612 Added 0.17%	367,391 $30.1 Million

Q3 2024 Oct 23, 2024	BUY	$81.31 - $83.29 $90,579 - $92,785	1,114 Added 0.3%	366,779 $30.5 Million
Q2 2024 Jul 16, 2024	BUY	$81.05 - $81.66 $24.6 Million - $24.8 Million	303,284 Added 486.18%	365,665 $29.9 Million
Q1 2024 Apr 15, 2024	SELL	$81.49 - $82.34 $4.05 Million - $4.09 Million	-49,681 Reduced 44.33%	62,381 $5.1 Million
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $132,297 - $134,627	-1,641 Reduced 1.44%	112,062 $9.19 Million
Q3 2023 Nov 13, 2023	BUY	$80.71 - $81.38 $9.18 Million - $9.25 Million	113,703 New	113,703 $9.21 Million
Q2 2022 Jul 18, 2022	SELL	$81.97 - $83.48 $800,355 - $815,098	-9,764 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$83.25 - $85.49 $812,853 - $834,724	9,764 New	9,764 $812,000
Q3 2021 Nov 03, 2021	SELL	$86.09 - $86.31 $5.89 Million - $5.9 Million	-68,374 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$86.11 - $86.32 $297,423 - $298,149	3,454 Added 5.32%	68,374 $5.89 Million
Q1 2021 May 12, 2021	BUY	$86.21 - $86.4 $969,776 - $971,913	11,249 Added 20.96%	64,920 $5.6 Million
Q4 2020 Feb 10, 2021	BUY	$86.32 - $86.46 $694,444 - $695,570	8,045 Added 17.63%	53,671 $4.63 Million
Q3 2020 Nov 12, 2020	BUY	$86.46 - $86.63 $411,290 - $412,098	4,757 Added 11.64%	45,626 $3.94 Million
Q2 2020 Oct 13, 2020	SELL	$86.48 - $86.8 $123 Million - $124 Million	-1,424,930 Reduced 97.21%	40,869 $3.54 Million
Q2 2020 Aug 10, 2020	BUY	$86.48 - $86.8 $124 Million - $124 Million	1,430,794 Added 4087.4%	1,465,799 $45.6 Million
Q1 2020 May 01, 2020	BUY	$84.67 - $86.69 $1.39 Million - $1.43 Million	16,451 Added 88.67%	35,005 $3.03 Million
Q4 2019 Feb 05, 2020	BUY	$84.51 - $85.05 $445,621 - $448,468	5,273 Added 39.7%	18,554 $1.57 Million
Q3 2019 Nov 06, 2019	BUY	$84.4 - $85.1 $292,192 - $294,616	3,462 Added 35.26%	13,281 $1.13 Million
Q2 2019 Aug 02, 2019	BUY	$83.84 - $84.81 $413,415 - $418,198	4,931 Added 100.88%	9,819 $830,000
Q1 2019 Apr 30, 2019	BUY	$83.51 - $84.18 $408,196 - $411,471	4,888 New	4,888 $410,000

Others Institutions Holding SHY

# of Institutions

1,340

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Ishares Barclays 1 3 Year Trea Transaction History