Arkadios Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Arkadios Wealth Advisors holds 10,153 shares of SHY stock, worth $830,312. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,153
Previous 10,357 1.97%
Holding current value
$830,312
Previous $845,000 0.12%
% of portfolio
0.05%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$81.31 - $83.29 $16,587 - $16,991
-204 Reduced 1.97%
10,153 $844,000
Q2 2024

Jul 29, 2024
BUY
$81.05 - $81.66 $508,669 - $512,498
6,276 Added 153.79%
10,357 $845,000
Q1 2024

Apr 30, 2024
SELL
$81.49 - $82.34 $183,352 - $185,265
-2,250 Reduced 35.54%
4,081 $333,000
Q4 2023

Jan 24, 2024
SELL
$80.62 - $82.04 $175,912 - $179,011
-2,182 Reduced 25.63%
6,331 $519,000
Q3 2023

Oct 13, 2023
BUY
$80.71 - $81.38 $275,221 - $277,505
3,410 Added 66.82%
8,513 $689,000
Q2 2023

Jul 26, 2023
SELL
$81.05 - $82.41 $52,277 - $53,154
-645 Reduced 11.22%
5,103 $413,000
Q1 2023

May 02, 2023
BUY
$80.51 - $82.52 $79,865 - $81,859
992 Added 20.86%
5,748 $472,000
Q4 2022

Jan 11, 2023
BUY
$80.6 - $81.52 $383,333 - $387,709
4,756 New
4,756 $0
Q2 2022

Jul 14, 2022
SELL
$81.97 - $83.48 $539,198 - $549,131
-6,578 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$83.25 - $85.49 $128,371 - $131,825
1,542 Added 30.62%
6,578 $548,000
Q4 2021

Feb 03, 2022
BUY
$85.5 - $86.18 $385,092 - $388,154
4,504 Added 846.62%
5,036 $431,000
Q3 2021

Oct 19, 2021
SELL
$86.09 - $86.31 $891,892 - $894,171
-10,360 Reduced 95.12%
532 $45,000
Q2 2021

Jul 28, 2021
SELL
$86.11 - $86.32 $179,194 - $179,631
-2,081 Reduced 16.04%
10,892 $938,000
Q1 2021

Apr 26, 2021
SELL
$86.21 - $86.4 $864,341 - $866,246
-10,026 Reduced 43.59%
12,973 $1.12 Million
Q4 2020

Feb 09, 2021
BUY
$86.32 - $86.46 $1.28 Million - $1.28 Million
14,851 Added 182.27%
22,999 $1.99 Million
Q3 2020

Nov 10, 2020
BUY
$86.46 - $86.63 $27,840 - $27,894
322 Added 4.11%
8,148 $704 Million
Q2 2020

Aug 10, 2020
BUY
$86.48 - $86.8 $503,659 - $505,523
5,824 Added 290.91%
7,826 $677 Million
Q1 2020

May 14, 2020
SELL
$84.67 - $86.69 $267,387 - $273,767
-3,158 Reduced 61.2%
2,002 $174 Million
Q4 2019

Feb 14, 2020
BUY
$84.51 - $85.05 $436,071 - $438,858
5,160 New
5,160 $436,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email