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

Avaii Wealth Management, LLC

  • $168 Million
  • Q1 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 7,380 shares of SHY stock, worth $602,503. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,380
Previous 11,495 35.8%
Holding current value
$602,503
Previous $943,000 36.06%
% of portfolio
0.36%
Previous 0.62%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,185
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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