Adviser Investments LLC Ishares Barclays 1 3 Year Trea Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Adviser Investments LLC holds 3,544 shares of SHY stock, worth $290,714. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,544

Previous 138,424 97.44%

Holding current value

$290,714

Previous $11.3 Million 97.4%

% of portfolio

0.0%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$81.31 - $83.29 $11 Million - $11.2 Million	-134,880 Reduced 97.44%	3,544 $294,000
Q2 2024 Aug 12, 2024	BUY	$81.05 - $81.66 $10.4 Million - $10.5 Million	128,285 Added 1265.26%	138,424 $11.3 Million
Q1 2024 Apr 29, 2024	BUY	$81.49 - $82.34 $304,528 - $307,704	3,737 Added 58.37%	10,139 $829,000
Q4 2023 Feb 01, 2024	BUY	$80.62 - $82.04 $130,846 - $133,150	1,623 Added 33.96%	6,402 $525,000
Q3 2023 Oct 11, 2023	BUY	$80.71 - $81.38 $3,712 - $3,743	46 Added 0.97%	4,779 $386,000
Q2 2023 Aug 04, 2023	BUY	$81.05 - $82.41 $87,858 - $89,332	1,084 Added 29.71%	4,733 $383,000
Q4 2022 Jan 19, 2023	SELL	$80.6 - $81.52 $2,418 - $2,445	-30 Reduced 0.82%	3,649 $0
Q3 2022 Oct 14, 2022	BUY	$81.04 - $83.06 $2,107 - $2,159	26 Added 0.71%	3,679 $299,000
Q2 2022 Jul 14, 2022	SELL	$81.97 - $83.48 $206,236 - $210,035	-2,516 Reduced 40.78%	3,653 $302,000
Q1 2022 May 04, 2022	BUY	$83.25 - $85.49 $513,569 - $527,387	6,169 New	6,169 $514,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Adviser Investments LLC Ishares Barclays 1 3 Year Trea Transaction History