Whalen Wealth Management Inc. Ishares Barclays 1 3 Year Trea Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,641 shares of SHY stock, worth $381,907. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,641
Previous 350,498 98.68%
Holding current value
$381,907
Previous $29.1 Billion 98.69%
% of portfolio
0.26%
Previous 20.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$81.68 - $82.93 $28.2 Million - $28.7 Million
-345,857 Reduced 98.68%
4,641 $380 Million
Q3 2024

Nov 07, 2024
BUY
$81.31 - $83.29 $942,870 - $965,830
11,596 Added 3.42%
350,498 $29.1 Billion
Q2 2024

Aug 01, 2024
BUY
$81.05 - $81.66 $27.5 Million - $27.7 Million
338,902 New
338,902 $27.7 Billion

Others Institutions Holding SHY

# of Institutions
1,232
Shares Held
232M
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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