Avantax Advisory Services, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 104,384 shares of SHY stock, worth $8.56 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

104,384

Previous 96,246 8.46%

Holding current value

$8.56 Million

Previous $7.86 Million 10.45%

% of portfolio

0.06%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $661,700 - $677,814	8,138 Added 8.46%	104,384 $8.68 Million
Q2 2024 Aug 09, 2024	BUY	$81.05 - $81.66 $3.08 Million - $3.1 Million	38,000 Added 65.24%	96,246 $7.86 Million
Q1 2024 May 08, 2024	SELL	$81.49 - $82.34 $3.65 Million - $3.69 Million	-44,837 Reduced 43.5%	58,246 $4.76 Million
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $2.6 Million - $2.64 Million	32,202 Added 45.43%	103,083 $8.46 Million
Q3 2023 Nov 07, 2023	SELL	$80.71 - $81.38 $2.36 Million - $2.38 Million	-29,249 Reduced 29.21%	70,881 $5.74 Million
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $55,600 - $56,533	-686 Reduced 0.68%	100,130 $8.12 Million
Q1 2023 Apr 28, 2023	SELL	$80.51 - $82.52 $825,469 - $846,077	-10,253 Reduced 9.23%	100,816 $8.28 Million
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $2.63 Million - $2.66 Million	32,617 Added 41.58%	111,069 $9.02 Million
Q3 2022 Nov 01, 2022	BUY	$81.04 - $83.06 $2.28 Million - $2.34 Million	28,183 Added 56.06%	78,452 $6.37 Million
Q2 2022 Aug 02, 2022	BUY	$81.97 - $83.48 $1.01 Million - $1.02 Million	12,262 Added 32.26%	50,269 $4.16 Million
Q1 2022 Apr 27, 2022	BUY	$83.25 - $85.49 $106,809 - $109,683	1,283 Added 3.49%	38,007 $3.17 Million
Q4 2021 Jan 24, 2022	SELL	$85.5 - $86.18 $643,473 - $648,590	-7,526 Reduced 17.01%	36,724 $3.14 Million
Q3 2021 Oct 21, 2021	BUY	$86.09 - $86.31 $524,804 - $526,145	6,096 Added 15.98%	44,250 $3.8 Million
Q2 2021 Jul 29, 2021	SELL	$86.11 - $86.32 $865,147 - $867,257	-10,047 Reduced 20.84%	38,154 $3.28 Million
Q1 2021 May 13, 2021	BUY	$86.21 - $86.4 $3.02 Million - $3.03 Million	35,041 Added 266.27%	48,201 $4.16 Million
Q4 2020 Jan 22, 2021	SELL	$86.32 - $86.46 $6.33 Million - $6.34 Million	-73,360 Reduced 84.79%	13,160 $1.14 Million
Q3 2020 Oct 14, 2020	BUY	$86.46 - $86.63 $5.29 Million - $5.3 Million	61,136 Added 240.84%	86,520 $7.48 Million
Q2 2020 Aug 06, 2020	SELL	$86.48 - $86.8 $167,165 - $167,784	-1,933 Reduced 7.08%	25,384 $2.2 Million
Q1 2020 Apr 30, 2020	BUY	$84.67 - $86.69 $1.06 Million - $1.09 Million	12,539 Added 84.85%	27,317 $2.36 Million
Q4 2019 Feb 14, 2020	BUY	$84.51 - $85.05 $556,498 - $560,054	6,585 Added 80.37%	14,778 $1.25 Million
Q3 2019 Nov 08, 2019	BUY	$84.4 - $85.1 $266,282 - $268,490	3,155 Added 62.62%	8,193 $696,000
Q2 2019 Aug 06, 2019	BUY	$83.84 - $84.81 $199,036 - $201,338	2,374 Added 89.11%	5,038 $427,000
Q1 2019 May 13, 2019	SELL	$83.51 - $84.18 $55,200 - $55,642	-661 Reduced 19.88%	2,664 $224,000
Q4 2018 Feb 13, 2019	BUY	$82.85 - $83.62 $275,476 - $278,036	3,325 New	3,325 $278,000

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

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Avantax Advisory Services, Inc. Ishares Barclays 1 3 Year Trea Transaction History