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

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 2024

A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 4,768 shares of SHY stock, worth $389,879. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,768
Previous 5,841 18.37%
Holding current value
$389,879
Previous $476,000 16.81%
% of portfolio
0.15%
Previous 0.19%

Shares

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

Oct 31, 2024
SELL
$81.31 - $83.29 $87,245 - $89,370
-1,073 Reduced 18.37%
4,768 $396,000
Q2 2024

Jul 22, 2024
SELL
$81.05 - $81.66 $14,670 - $14,780
-181 Reduced 3.01%
5,841 $476,000
Q1 2024

May 06, 2024
SELL
$81.49 - $82.34 $40,663 - $41,087
-499 Reduced 7.65%
6,022 $492,000
Q4 2023

Jan 29, 2024
SELL
$80.62 - $82.04 $60,706 - $61,776
-753 Reduced 10.35%
6,521 $534,000
Q3 2023

Nov 03, 2023
BUY
$80.71 - $81.38 $7,828 - $7,893
97 Added 1.35%
7,274 $588,000
Q2 2023

Jul 20, 2023
SELL
$81.05 - $82.41 $47,090 - $47,880
-581 Reduced 7.49%
7,177 $581,000
Q1 2023

Apr 24, 2023
SELL
$80.51 - $82.52 $51,365 - $52,647
-638 Reduced 7.6%
7,758 $637,000
Q4 2022

Jan 25, 2023
SELL
$80.6 - $81.52 $208,915 - $211,299
-2,592 Reduced 23.59%
8,396 $0
Q3 2022

Oct 26, 2022
BUY
$81.04 - $83.06 $198,872 - $203,829
2,454 Added 28.76%
10,988 $892,000
Q2 2022

Jul 19, 2022
SELL
$81.97 - $83.48 $1.09 Million - $1.11 Million
-13,250 Reduced 60.82%
8,534 $707,000
Q1 2022

May 10, 2022
SELL
$83.25 - $85.49 $1,998 - $2,051
-24 Reduced 0.11%
21,784 $1.82 Million
Q4 2021

Feb 08, 2022
BUY
$85.5 - $86.18 $17,784 - $17,925
208 Added 0.96%
21,808 $1.87 Million
Q3 2021

Oct 29, 2021
SELL
$86.09 - $86.31 $65,686 - $65,854
-763 Reduced 3.41%
21,600 $1.86 Million
Q2 2021

Jul 29, 2021
SELL
$86.11 - $86.32 $243,863 - $244,458
-2,832 Reduced 11.24%
22,363 $1.93 Million
Q1 2021

May 06, 2021
SELL
$86.21 - $86.4 $267,595 - $268,185
-3,104 Reduced 10.97%
25,195 $2.17 Million
Q4 2020

Jan 26, 2021
BUY
$86.32 - $86.46 $2.44 Million - $2.45 Million
28,299 New
28,299 $2.44 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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