William Howard & CO Financial Advisors Inc Ishares Barclays 1 3 Year Trea Transaction History

William Howard & CO Financial Advisors Inc

$114 Million
Q2 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 20,369 shares of SHY stock, worth $1.69 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

20,369

Previous 20,329 0.2%

Holding current value

$1.69 Million

Previous $1.68 Million 0.36%

% of portfolio

1.48%

Previous 1.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$82.21 - $83.12 $3,288 - $3,324	40 Added 0.2%	20,369 $1.69 Million
Q1 2025 Apr 25, 2025	BUY	$81.83 - $82.73 $2,209 - $2,233	27 Added 0.13%	20,329 $1.68 Million
Q4 2024 Jan 28, 2025	BUY	$81.68 - $82.93 $4,410 - $4,478	54 Added 0.27%	20,302 $1.66 Million
Q3 2024 Oct 28, 2024	BUY	$81.31 - $83.29 $3,252 - $3,331	40 Added 0.2%	20,248 $1.68 Million
Q2 2024 Aug 07, 2024	BUY	$81.05 - $81.66 $3,160 - $3,184	39 Added 0.19%	20,208 $1.65 Million
Q1 2024 May 15, 2024	BUY	$81.49 - $82.34 $1.64 Million - $1.66 Million	20,169 New	20,169 $1.65 Million

Others Institutions Holding SHY

# of Institutions

1,344

Shares Held

286M

Call Options Held

40.9K

Put Options Held

41.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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William Howard & CO Financial Advisors Inc Ishares Barclays 1 3 Year Trea Transaction History