Atticus Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Atticus Wealth Management, LLC

$294 Million
Q4 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$81.68 - $82.93 $0 - $0	0 New	0 $0
Q2 2024 Jul 17, 2024	SELL	$81.05 - $81.66 $43,767 - $44,096	-540 Reduced 98.36%	9 $0
Q1 2024 Apr 17, 2024	BUY	$81.49 - $82.34 $19,313 - $19,514	237 Added 75.96%	549 $44,000
Q4 2023 Jan 17, 2024	SELL	$80.62 - $82.04 $292,166 - $297,312	-3,624 Reduced 92.07%	312 $25,000
Q3 2023 Nov 15, 2023	SELL	$80.71 - $81.38 $32,283 - $32,552	-400 Reduced 9.23%	3,936 $318,000
Q2 2023 Jul 20, 2023	SELL	$81.05 - $82.41 $6,159 - $6,263	-76 Reduced 1.72%	4,336 $351,000
Q1 2023 Apr 17, 2023	BUY	$80.51 - $82.52 $313,505 - $321,332	3,894 Added 751.74%	4,412 $362,000
Q4 2022 Jan 31, 2023	BUY	$80.6 - $81.52 $41,750 - $42,227	518 New	518 $42,000
Q2 2022 Jul 13, 2022	SELL	$81.97 - $83.48 $22,541 - $22,957	-275 Reduced 4.46%	5,896 $488,000
Q1 2022 Apr 15, 2022	BUY	$83.25 - $85.49 $107,892 - $110,795	1,296 Added 26.58%	6,171 $514,000
Q4 2021 Jan 26, 2022	BUY	$85.5 - $86.18 $292,068 - $294,390	3,416 Added 234.13%	4,875 $417,000
Q3 2021 Oct 18, 2021	SELL	$86.09 - $86.31 $218,238 - $218,795	-2,535 Reduced 63.47%	1,459 $126,000
Q2 2021 Jul 21, 2021	SELL	$86.11 - $86.32 $97,045 - $97,282	-1,127 Reduced 22.01%	3,994 $344,000
Q1 2021 Apr 15, 2021	SELL	$86.21 - $86.4 $4.31 Million - $4.32 Million	-50,025 Reduced 90.71%	5,121 $442,000
Q4 2020 Jan 20, 2021	BUY	$86.32 - $86.46 $546,491 - $547,378	6,331 Added 12.97%	55,146 $4.76 Million
Q3 2020 Oct 21, 2020	BUY	$86.46 - $86.63 $847,480 - $849,147	9,802 Added 25.12%	48,815 $4.22 Million
Q2 2020 Jul 15, 2020	BUY	$86.48 - $86.8 $3.37 Million - $3.38 Million	38,967 Added 84710.87%	39,013 $3.38 Million
Q1 2020 Apr 23, 2020	BUY	$84.67 - $86.69 $3,894 - $3,987	46 New	46 $4,000
Q4 2019 Feb 03, 2020	BUY	$84.51 - $85.05 $0 - $0	0 New	0 $0

Others Institutions Holding SHY

# of Institutions

1,276

Shares Held

245M

Call Options Held

466K

Put Options Held

196K

About ISHARES BARCLAYS 1-3 YEAR TREA

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