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

Apella Capital, LLC

$2.41 Billion
Q3 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 64,290 shares of SHY stock, worth $5.27 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

64,290

Previous 63,171 1.77%

Holding current value

$5.27 Million

Previous $5.16 Million 3.65%

% of portfolio

0.22%

Previous 0.24%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,181

Shares Held

214M

Call Options Held

311K

Put Options Held

40.1K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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