Fortis Group Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Fortis Group Advisors, LLC

  • $541 Billion
  • Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 97,581 shares of SHY stock, worth $8 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
97,581
Previous 93,465 4.4%
Holding current value
$8 Million
Previous $7.63 Billion 6.32%
% of portfolio
1.5%
Previous 1.52%

Shares

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

Oct 21, 2024
BUY
$81.31 - $83.29 $334,671 - $342,821
4,116 Added 4.4%
97,581 $8.11 Billion
Q2 2024

Jul 30, 2024
SELL
$81.05 - $81.66 $9.58 Million - $9.65 Million
-118,157 Reduced 55.83%
93,465 $7.63 Billion
Q1 2024

Apr 30, 2024
BUY
$81.49 - $82.34 $14.1 Million - $14.3 Million
173,451 Added 454.41%
211,622 $17.3 Billion
Q4 2023

Mar 04, 2024
BUY
$80.62 - $82.04 $28,136 - $28,631
349 Added 0.92%
38,171 $3.14 Billion
Q3 2023

Dec 01, 2023
BUY
$80.71 - $81.38 $253,994 - $256,102
3,147 Added 9.08%
37,822 $3.11 Billion
Q2 2023

Jul 18, 2023
SELL
$81.05 - $82.41 $227,345 - $231,160
-2,805 Reduced 7.48%
34,675 $2.81 Billion
Q1 2023

May 26, 2023
SELL
$80.51 - $82.52 $46.1 Million - $47.3 Million
-573,017 Reduced 93.86%
37,480 $3.08 Billion
Q3 2020

Nov 17, 2020
BUY
$86.46 - $86.63 $52.8 Million - $52.9 Million
610,497 New
610,497 $52.8 Million

Others Institutions Holding SHY

# of Institutions
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
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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