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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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