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

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 20,779 shares of SHY stock, worth $1.7 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

20,779

Previous 20,627 0.74%

Holding current value

$1.7 Million

Previous $1.68 Million 2.55%

% of portfolio

0.78%

Previous 0.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $12,359 - $12,660	152 Added 0.74%	20,779 $1.73 Million
Q2 2024 Jul 30, 2024	SELL	$81.05 - $81.66 $268,356 - $270,376	-3,311 Reduced 13.83%	20,627 $1.68 Million
Q1 2024 Apr 26, 2024	BUY	$81.49 - $82.34 $673,677 - $680,704	8,267 Added 52.75%	23,938 $1.96 Million
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $392,135 - $399,042	4,864 Added 45.01%	15,671 $1.29 Million
Q3 2023 Nov 07, 2023	SELL	$80.71 - $81.38 $719,045 - $725,014	-8,909 Reduced 45.19%	10,807 $875,000
Q2 2023 Aug 02, 2023	SELL	$81.05 - $82.41 $33,635 - $34,200	-415 Reduced 2.06%	19,716 $1.6 Million
Q1 2023 May 09, 2023	BUY	$80.51 - $82.52 $1.62 Million - $1.66 Million	20,131 New	20,131 $1.65 Million
Q3 2018 Nov 13, 2018	SELL	$83.02 - $83.34 $143,458 - $144,011	-1,728 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$83.11 - $83.6 $166 - $167	2 Added 0.12%	1,728 $144,000
Q1 2018 May 14, 2018	SELL	$83.38 - $83.82 $10,339 - $10,393	-124 Reduced 6.7%	1,726 $144,000
Q4 2017 Feb 14, 2018	BUY	$83.78 - $84.55 $154,993 - $156,417	1,850	1,850 $155,000

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

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

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

News

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

Account

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