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

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 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 429,838 shares of SHY stock, worth $35.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

429,838

Previous 522,104 17.67%

Holding current value

$35.5 Million

Previous $42.8 Million 16.92%

% of portfolio

0.07%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,297

Shares Held

240M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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