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

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

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 4,199 shares of SHY stock, worth $348,223. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,199

Previous 4,199 -0.0%

Holding current value

$348,223

Previous $347,000 -0.0%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$81.68 - $82.93 $16,581 - $16,834	-203 Reduced 4.61%	4,199 $344,000
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

1,342

Shares Held

287M

Call Options Held

40.9K

Put Options Held

41.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

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