Bragg Financial Advisors, Inc Ishares Barclays 1 3 Year Trea Transaction History

Bragg Financial Advisors, Inc

$2.4 Billion
Q1 2025

A detailed history of Bragg Financial Advisors, Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 2,853 shares of SHY stock, worth $235,258. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,853

Previous 2,853 -0.0%

Holding current value

$235,258

Previous $233,000 1.29%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$81.68 - $82.93 $4,084 - $4,146	-50 Reduced 1.72%	2,853 $233,000
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $886 - $896	11 Added 0.38%	2,903 $235,000
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $106,000 - $108,642	-1,308 Reduced 31.14%	2,892 $235,000
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $110,741 - $112,781	-1,351 Reduced 24.34%	4,200 $348,000
Q1 2022 May 11, 2022	SELL	$83.25 - $85.49 $15,234 - $15,644	-183 Reduced 3.19%	5,551 $463,000
Q2 2021 Aug 16, 2021	BUY	$86.11 - $86.32 $493,754 - $494,958	5,734 New	5,734 $494,000
Q1 2021 May 14, 2021	SELL	$86.21 - $86.4 $587,952 - $589,248	-6,820 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$86.32 - $86.46 $352,185 - $352,756	4,080 Added 148.91%	6,820 $589,000
Q3 2020 Nov 13, 2020	BUY	$86.46 - $86.63 $15,130 - $15,160	175 Added 6.82%	2,740 $237,000
Q2 2020 Aug 14, 2020	SELL	$86.48 - $86.8 $90,804 - $91,140	-1,050 Reduced 29.05%	2,565 $222,000
Q1 2020 May 15, 2020	BUY	$84.67 - $86.69 $78,319 - $80,188	925 Added 34.39%	3,615 $313,000
Q4 2019 Feb 14, 2020	SELL	$84.51 - $85.05 $33,804 - $34,020	-400 Reduced 12.94%	2,690 $228,000
Q3 2019 Nov 14, 2019	SELL	$84.4 - $85.1 $215,220 - $217,005	-2,550 Reduced 45.21%	3,090 $262,000
Q2 2019 Aug 14, 2019	BUY	$83.84 - $84.81 $108,992 - $110,253	1,300 Added 29.95%	5,640 $478,000
Q1 2019 May 13, 2019	SELL	$83.51 - $84.18 $41,755 - $42,090	-500 Reduced 10.33%	4,340 $365,000
Q3 2018 Nov 14, 2018	SELL	$83.02 - $83.34 $265,664 - $266,688	-3,200 Reduced 39.8%	4,840 $402,000
Q2 2018 Aug 14, 2018	SELL	$83.11 - $83.6 $132,976 - $133,760	-1,600 Reduced 16.6%	8,040 $670,000
Q1 2018 May 14, 2018	BUY	$83.38 - $83.82 $400,224 - $402,335	4,800 Added 99.17%	9,640 $806,000
Q4 2017 Feb 14, 2018	BUY	$83.78 - $84.55 $83,780 - $84,550	1,000 Added 26.04%	4,840 $406,000
Q3 2017 Nov 14, 2017	BUY	$84.45 - $84.47 $324,288 - $324,364	3,840	3,840 $324,000

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Bragg Financial Advisors, Inc Ishares Barclays 1 3 Year Trea Transaction History