Icon Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,647 shares of SHY stock, worth $217,133. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,647
Holding current value
$217,133
% of portfolio
0.01%

Shares

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

Nov 14, 2024
SELL
$81.31 - $83.29 $90,010 - $92,202
-1,107 Reduced 41.82%
1,540 $128,000
Q3 2024

Nov 12, 2024
BUY
$81.31 - $83.29 $215,227 - $220,468
2,647 New
2,647 $220,000
Q1 2024

May 15, 2024
SELL
$81.49 - $82.34 $621,442 - $627,924
-7,626 Reduced 76.31%
2,368 $193,000
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $548,377 - $558,036
6,802 Added 213.1%
9,994 $819,000
Q4 2022

Feb 14, 2023
SELL
$80.6 - $81.52 $313,050 - $316,623
-3,884 Reduced 54.89%
3,192 $259,000
Q3 2022

Jan 25, 2023
BUY
$81.04 - $83.06 $573,439 - $587,732
7,076 New
7,076 $575,000

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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email