Bogart Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bogart Wealth, LLC holds 305 shares of SHY stock, worth $25,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares
305
Previous 305 -0.0%
Holding current value
$25,019
Previous $24,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$81.05 - $81.66 $10,536 - $10,615
130 Added 74.29%
305 $24,000
Q1 2023

Apr 21, 2023
SELL
$80.51 - $82.52 $644 - $660
-8 Reduced 4.37%
175 $14,000
Q3 2021

Oct 15, 2021
BUY
$86.09 - $86.31 $688 - $690
8 Added 4.57%
183 $16,000
Q3 2020

Oct 06, 2020
SELL
$86.46 - $86.63 $6,743 - $6,757
-78 Reduced 30.83%
175 $15,000
Q2 2020

Jul 08, 2020
SELL
$86.48 - $86.8 $6,658 - $6,683
-77 Reduced 23.33%
253 $22,000
Q4 2019

Feb 10, 2020
SELL
$84.51 - $85.05 $21,465 - $21,602
-254 Reduced 43.49%
330 $28,000
Q3 2019

Oct 10, 2019
SELL
$84.4 - $85.1 $9,874 - $9,956
-117 Reduced 16.69%
584 $50,000
Q2 2019

Jul 11, 2019
SELL
$83.84 - $84.81 $79,815 - $80,739
-952 Reduced 57.59%
701 $59,000
Q1 2019

Apr 08, 2019
SELL
$83.51 - $84.18 $8,100 - $8,165
-97 Reduced 5.54%
1,653 $139,000
Q4 2018

Jan 15, 2019
BUY
$82.85 - $83.62 $144,987 - $146,335
1,750 New
1,750 $146,000
Q4 2017

Jan 11, 2018
SELL
$83.78 - $84.55 $0 - $0
0 Closed
0 $0
Q3 2017

Oct 12, 2017
BUY
$84.45 - $84.47 $0 - $0
0
0 $0

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

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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