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

Avaii Wealth Management, LLC

$178 Million
Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 5,009 shares of SHY stock, worth $410,888. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,009

Previous 5,927 15.49%

Holding current value

$410,888

Previous $483,000 13.87%

% of portfolio

0.23%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$81.31 - $83.29 $74,642 - $76,460	-918 Reduced 15.49%	5,009 $416,000
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $117,765 - $118,651	-1,453 Reduced 19.69%	5,927 $483,000
Q1 2024 Apr 29, 2024	SELL	$81.49 - $82.34 $335,331 - $338,829	-4,115 Reduced 35.8%	7,380 $603,000
Q4 2023 Feb 05, 2024	SELL	$80.62 - $82.04 $186,070 - $189,348	-2,308 Reduced 16.72%	11,495 $943,000
Q3 2023 Oct 24, 2023	SELL	$80.71 - $81.38 $50,363 - $50,781	-624 Reduced 4.33%	13,803 $1.12 Million
Q2 2023 Jul 31, 2023	SELL	$81.05 - $82.41 $421,216 - $428,284	-5,197 Reduced 26.48%	14,427 $1.17 Million
Q1 2023 Apr 10, 2023	BUY	$80.51 - $82.52 $428,152 - $438,841	5,318 Added 37.17%	19,624 $1.61 Million
Q4 2022 Jan 25, 2023	BUY	$80.6 - $81.52 $1.15 Million - $1.17 Million	14,306 New	14,306 $0

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