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 $832,850. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,153

Previous 10,357 1.97%

Holding current value

$832,850

Previous $845,000 0.12%

% of portfolio

0.05%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Arkadios Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History