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 $361,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,402

Previous 4,199 4.83%

Holding current value

$361,096

Previous $342,000 7.02%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,206

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