Apella Capital, LLC Ishares Barclays 1 3 Year Trea Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Apella Capital, LLC holds 61,908 shares of SHY stock, worth $5.08 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

61,908

Previous 64,290 3.71%

Holding current value

$5.08 Million

Previous $5.35 Million 5.05%

% of portfolio

0.2%

Previous 0.22%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$81.68 - $82.93 $194,561 - $197,539	-2,382 Reduced 3.71%	61,908 $5.08 Million
Q3 2024 Oct 03, 2024	BUY	$81.31 - $83.29 $90,985 - $93,201	1,119 Added 1.77%	64,290 $5.35 Million
Q2 2024 Jul 10, 2024	SELL	$81.05 - $81.66 $108,931 - $109,751	-1,344 Reduced 2.08%	63,171 $5.16 Million
Q1 2024 Apr 10, 2024	SELL	$81.49 - $82.34 $43,189 - $43,640	-530 Reduced 0.81%	64,515 $5.28 Million
Q4 2023 Jan 05, 2024	SELL	$80.62 - $82.04 $804,990 - $819,169	-9,985 Reduced 13.31%	65,045 $5.34 Million
Q3 2023 Oct 10, 2023	BUY	$80.71 - $81.38 $342,210 - $345,051	4,240 Added 5.99%	75,030 $6.08 Million
Q2 2023 Jul 06, 2023	BUY	$81.05 - $82.41 $1.24 Million - $1.26 Million	15,300 Added 27.57%	70,790 $5.74 Million
Q4 2022 Jan 10, 2023	BUY	$80.6 - $81.52 $864,676 - $874,546	10,728 Added 23.97%	55,490 $0
Q3 2022 Oct 11, 2022	BUY	$81.04 - $83.06 $523,356 - $536,401	6,458 Added 16.86%	44,762 $3.64 Million
Q2 2022 Jul 08, 2022	BUY	$81.97 - $83.48 $522,804 - $532,435	6,378 Added 19.98%	38,304 $3.17 Million
Q1 2022 Apr 11, 2022	BUY	$83.25 - $85.49 $183,316 - $188,248	2,202 Added 7.41%	31,926 $2.66 Million
Q4 2021 Jan 13, 2022	BUY	$85.5 - $86.18 $485,811 - $489,674	5,682 Added 23.63%	29,724 $2.54 Million
Q3 2021 Jan 18, 2022	BUY	$86.09 - $86.31 $479,521 - $480,746	5,570 Added 30.15%	24,042 $2.07 Million
Q3 2021 Oct 12, 2021	SELL	$86.09 - $86.31 $45,369 - $45,485	-527 Reduced 2.77%	18,472 $1.59 Million
Q2 2021 Jan 18, 2022	BUY	$86.11 - $86.32 $285,885 - $286,582	3,320 Added 21.17%	18,999 $1.64 Million
Q2 2021 Jul 02, 2021	BUY	$86.11 - $86.32 $186,858 - $187,314	2,170 Added 16.06%	15,679 $1.35 Million
Q1 2021 Apr 15, 2021	BUY	$86.21 - $86.4 $136,642 - $136,944	1,585 Added 13.29%	13,509 $1.17 Million
Q4 2020 Feb 18, 2021	SELL	$86.32 - $86.46 $6,905 - $6,916	-80 Reduced 0.67%	11,924 $1.03 Million
Q3 2020 Oct 22, 2020	BUY	$86.46 - $86.63 $49,973 - $50,072	578 Added 5.06%	12,004 $1.04 Million
Q2 2020 Jul 20, 2020	BUY	$86.48 - $86.8 $189,564 - $190,265	2,192 Added 23.74%	11,426 $990,000
Q1 2020 May 14, 2020	BUY	$84.67 - $86.69 $781,842 - $800,495	9,234 New	9,234 $800,000

Others Institutions Holding SHY

# of Institutions

1,279

Shares Held

238M

Call Options Held

362K

Put Options Held

55K

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 Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.

Account

Apella Capital, LLC Ishares Barclays 1 3 Year Trea Transaction History