Aptus Capital Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Aptus Capital Advisors, LLC

$11.2 Billion
Q2 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 328,267 shares of SHY stock, worth $27.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

328,267

Previous 134,227 144.56%

Holding current value

$27.1 Million

Previous $11.1 Million 144.96%

% of portfolio

0.24%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$82.21 - $83.12 $16 Million - $16.1 Million	194,040 Added 144.56%	328,267 $27.2 Million
Q1 2025 May 13, 2025	SELL	$81.83 - $82.73 $3.29 Million - $3.33 Million	-40,195 Reduced 23.04%	134,227 $11.1 Million
Q4 2024 Feb 14, 2025	BUY	$81.68 - $82.93 $14 Million - $14.2 Million	171,201 Added 5315.15%	174,422 $14.3 Million
Q3 2024 Nov 05, 2024	BUY	$81.31 - $83.29 $128,795 - $131,931	1,584 Added 96.76%	3,221 $267,000
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $162 - $163	-2 Reduced 0.12%	1,637 $133,000
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $258,486 - $261,182	-3,172 Reduced 65.93%	1,639 $134,000
Q4 2023 Feb 13, 2024	BUY	$80.62 - $82.04 $363,918 - $370,328	4,514 Added 1519.87%	4,811 $394,000
Q3 2023 Nov 08, 2023	BUY	$80.71 - $81.38 $161 - $162	2 Added 0.68%	297 $24,000
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $85,102 - $86,530	-1,050 Reduced 78.07%	295 $23,000
Q1 2023 May 09, 2023	SELL	$80.51 - $82.52 $952,433 - $976,211	-11,830 Reduced 89.79%	1,345 $110,000
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $604,016 - $610,910	-7,494 Reduced 36.26%	13,175 $1.07 Million
Q3 2022 Nov 02, 2022	BUY	$81.04 - $83.06 $1.56 Million - $1.6 Million	19,286 Added 1394.5%	20,669 $1.68 Million
Q2 2022 Jul 29, 2022	SELL	$81.97 - $83.48 $9,754 - $9,934	-119 Reduced 7.92%	1,383 $114,000
Q1 2022 May 04, 2022	BUY	$83.25 - $85.49 $125,041 - $128,405	1,502 New	1,502 $125,000
Q3 2021 Oct 27, 2021	SELL	$86.09 - $86.31 $12,999 - $13,032	-151 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$86.11 - $86.32 $172 - $172	2 Added 1.34%	151 $13,000
Q1 2021 May 06, 2021	SELL	$86.21 - $86.4 $3,362 - $3,369	-39 Reduced 20.74%	149 $13,000
Q4 2020 Feb 10, 2021	BUY	$86.32 - $86.46 $16,228 - $16,254	188 New	188 $16,000
Q2 2020 Jul 22, 2020	SELL	$86.48 - $86.8 $66,243 - $66,488	-766 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$84.67 - $86.69 $64,857 - $66,404	766 New	766 $66,000
Q1 2019 May 15, 2019	SELL	$83.51 - $84.18 $23.3 Million - $23.5 Million	-279,402 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$82.85 - $83.62 $23.1 Million - $23.4 Million	279,402 New	279,402 $23.4 Million

Others Institutions Holding SHY

# of Institutions

1,331

Shares Held

289M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Aptus Capital Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History