Beacon Pointe Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 37,108 shares of SHY stock, worth $3.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

37,108

Previous 38,544 3.73%

Holding current value

$3.06 Million

Previous $3.16 Million 2.85%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$81.83 - $82.73 $117,507 - $118,800	-1,436 Reduced 3.73%	37,108 $3.07 Million
Q4 2024 Feb 14, 2025	SELL	$81.68 - $82.93 $743,124 - $754,497	-9,098 Reduced 19.1%	38,544 $3.16 Million
Q3 2024 Nov 14, 2024	SELL	$81.31 - $83.29 $814,238 - $834,066	-10,014 Reduced 17.37%	47,642 $3.96 Million
Q2 2024 Aug 12, 2024	SELL	$81.05 - $81.66 $277,028 - $279,113	-3,418 Reduced 5.6%	57,656 $4.71 Million
Q1 2024 May 14, 2024	BUY	$81.49 - $82.34 $659,009 - $665,883	8,087 Added 15.26%	61,074 $4.99 Million
Q4 2023 Feb 08, 2024	SELL	$80.62 - $82.04 $1.16 Million - $1.18 Million	-14,405 Reduced 21.37%	52,987 $4.35 Million
Q3 2023 Nov 14, 2023	SELL	$80.71 - $81.38 $1.29 Million - $1.3 Million	-15,943 Reduced 19.13%	67,392 $5.46 Million
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $1.01 Million - $1.02 Million	-12,428 Reduced 12.98%	83,335 $6.76 Million
Q1 2023 May 12, 2023	SELL	$80.51 - $82.52 $309,721 - $317,454	-3,847 Reduced 3.86%	95,763 $7.87 Million
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $4.92 Million - $4.98 Million	-61,049 Reduced 38.0%	99,610 $8.09 Million
Q3 2022 Nov 09, 2022	BUY	$81.04 - $83.06 $1.36 Million - $1.39 Million	16,794 Added 11.67%	160,659 $13 Million
Q2 2022 Aug 11, 2022	BUY	$81.97 - $83.48 $3.88 Million - $3.95 Million	47,314 Added 49.0%	143,865 $11.9 Million
Q1 2022 May 17, 2022	BUY	$83.25 - $85.49 $7.09 Million - $7.28 Million	85,177 Added 748.87%	96,551 $8.05 Million
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $393,043 - $396,169	4,597 Added 67.83%	11,374 $973,000
Q3 2021 Nov 15, 2021	SELL	$86.09 - $86.31 $524,288 - $525,627	-6,090 Reduced 47.33%	6,777 $584,000
Q2 2021 Aug 17, 2021	SELL	$86.11 - $86.32 $990,437 - $992,852	-11,502 Reduced 47.2%	12,867 $1.11 Million
Q1 2021 May 18, 2021	BUY	$86.21 - $86.4 $1.05 Million - $1.05 Million	12,127 Added 99.06%	24,369 $2.1 Million
Q4 2020 Feb 12, 2021	BUY	$86.32 - $86.46 $179,804 - $180,096	2,083 Added 20.5%	12,242 $1.05 Million
Q3 2020 Nov 16, 2020	SELL	$86.46 - $86.63 $704,130 - $705,514	-8,144 Reduced 44.5%	10,159 $879,000
Q2 2020 Aug 14, 2020	BUY	$86.48 - $86.8 $1.29 Million - $1.3 Million	14,942 Added 444.57%	18,303 $1.58 Million
Q1 2020 May 15, 2020	SELL	$84.67 - $86.69 $83,907 - $85,909	-991 Reduced 22.77%	3,361 $291,000
Q4 2019 Feb 14, 2020	BUY	$84.51 - $85.05 $367,787 - $370,137	4,352 New	4,352 $368,000

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Account

Beacon Pointe Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History