D. Scott Neal, Inc. Ishares Barclays 1 3 Year Trea Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$81.97 - $83.48 $268,041 - $272,979	-3,270 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$83.25 - $85.49 $11,988 - $12,310	-144 Reduced 4.22%	3,270 $273,000
Q2 2021 Aug 02, 2021	SELL	$86.11 - $86.32 $2.86 Million - $2.87 Million	-33,264 Reduced 90.69%	3,414 $294,000
Q1 2021 Apr 30, 2021	SELL	$86.21 - $86.4 $45 Million - $45.1 Million	-521,769 Reduced 93.43%	36,678 $3.16 Million
Q4 2020 Feb 05, 2021	SELL	$86.32 - $86.46 $1.93 Million - $1.94 Million	-22,408 Reduced 3.86%	558,447 $48.2 Million
Q3 2020 Oct 15, 2020	SELL	$86.46 - $86.63 $1.71 Million - $1.72 Million	-19,798 Reduced 3.3%	580,855 $50.3 Million
Q2 2020 Jul 16, 2020	SELL	$86.48 - $86.8 $18.1 Million - $18.2 Million	-209,239 Reduced 25.84%	600,653 $52 Million
Q1 2020 Apr 27, 2020	BUY	$84.67 - $86.69 $59.8 Million - $61.3 Million	706,583 Added 683.95%	809,892 $70.2 Million
Q4 2019 Jan 16, 2020	SELL	$84.51 - $85.05 $1.45 Million - $1.46 Million	-17,131 Reduced 14.22%	103,309 $8.74 Million
Q3 2019 Oct 16, 2019	SELL	$84.4 - $85.1 $7.83 Million - $7.9 Million	-92,807 Reduced 43.52%	120,440 $10.2 Million
Q2 2019 Jul 25, 2019	SELL	$83.84 - $84.81 $15.2 Million - $15.4 Million	-181,141 Reduced 45.93%	213,247 $18.1 Million
Q1 2019 Apr 11, 2019	SELL	$83.51 - $84.18 $14.6 Million - $14.8 Million	-175,221 Reduced 30.76%	394,388 $33.2 Million
Q4 2018 Feb 06, 2019	BUY	$82.85 - $83.62 $33.5 Million - $33.8 Million	403,808 Added 243.55%	569,609 $47.6 Million
Q3 2018 Nov 13, 2018	BUY	$83.02 - $83.34 $13.8 Million - $13.8 Million	165,801 New	165,801 $13.8 Million

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.