Williams Jones Wealth Management, Llc. Ishares Barclays 1 3 Year Trea Transaction History

Williams Jones Wealth Management, Llc.

  • $8.55 Billion
  • Q3 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 2,505 shares of SHY stock, worth $207,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,505
Previous 2,701 7.26%
Holding current value
$207,489
Previous $223,000 7.17%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$82.38 - $83.0 $16,146 - $16,268
-196 Reduced 7.26%
2,505 $207,000
Q2 2025

Aug 14, 2025
BUY
$82.21 - $83.12 $222,049 - $224,507
2,701 New
2,701 $223,000
Q3 2024

Nov 14, 2024
BUY
$81.31 - $83.29 $1.31 Million - $1.34 Million
16,072 New
16,072 $1.34 Million

Others Institutions Holding SHY

# of Institutions
1,341
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
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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