Avidian Wealth Solutions, LLC Ishares Barclays 1 3 Year Trea Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,402 shares of SHY stock, worth $360,127. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,402
Previous 4,199 4.83%
Holding current value
$360,127
Previous $342,000 7.02%
% of portfolio
0.02%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$81.31 - $83.29 $16,505 - $16,907
203 Added 4.83%
4,402 $366,000
Q2 2024

Aug 06, 2024
SELL
$81.05 - $81.66 $29,259 - $29,479
-361 Reduced 7.92%
4,199 $342,000
Q1 2024

May 03, 2024
BUY
$81.49 - $82.34 $20,861 - $21,079
256 Added 5.95%
4,560 $372,000
Q4 2023

Feb 06, 2024
SELL
$80.62 - $82.04 $886 - $902
-11 Reduced 0.25%
4,304 $353,000
Q3 2023

Oct 13, 2023
SELL
$80.71 - $81.38 $187,731 - $189,289
-2,326 Reduced 35.02%
4,315 $349,000
Q2 2023

Aug 03, 2023
SELL
$81.05 - $82.41 $101,231 - $102,930
-1,249 Reduced 15.83%
6,641 $538,000
Q1 2023

May 08, 2023
SELL
$80.51 - $82.52 $54,344 - $55,701
-675 Reduced 7.88%
7,890 $648,000
Q4 2022

Feb 06, 2023
BUY
$80.6 - $81.52 $122,834 - $124,236
1,524 Added 21.64%
8,565 $695,000
Q3 2022

Nov 03, 2022
SELL
$81.04 - $83.06 $207,867 - $213,048
-2,565 Reduced 26.7%
7,041 $572,000
Q2 2022

Jul 29, 2022
BUY
$81.97 - $83.48 $56,887 - $57,935
694 Added 7.79%
9,606 $795,000
Q1 2022

May 10, 2022
BUY
$83.25 - $85.49 $39,294 - $40,351
472 Added 5.59%
8,912 $743,000
Q4 2021

Feb 14, 2022
BUY
$85.5 - $86.18 $721,620 - $727,359
8,440 New
8,440 $722,000
Q2 2019

Aug 14, 2019
SELL
$83.84 - $84.81 $202,473 - $204,816
-2,415 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$83.51 - $84.18 $201,676 - $203,294
2,415 New
2,415 $203,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
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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