A detailed history of Donaldson Capital Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 3,988 shares of SHY stock, worth $327,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,988
Previous 3,996 0.2%
Holding current value
$327,175
Previous $326,000 1.53%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$81.31 - $83.29 $650 - $666
-8 Reduced 0.2%
3,988 $331,000
Q2 2024

Jul 31, 2024

BUY
$81.05 - $81.66 $7,051 - $7,104
87 Added 2.23%
3,996 $326,000
Q1 2024

Apr 22, 2024

SELL
$81.49 - $82.34 $42,130 - $42,569
-517 Reduced 11.68%
3,909 $319,000
Q4 2023

Jan 30, 2024

SELL
$80.62 - $82.04 $140,036 - $142,503
-1,737 Reduced 28.18%
4,426 $363,000
Q3 2023

Oct 11, 2023

BUY
$80.71 - $81.38 $3,551 - $3,580
44 Added 0.72%
6,163 $499,000
Q2 2023

Jul 17, 2023

BUY
$81.05 - $82.41 $3,079 - $3,131
38 Added 0.62%
6,119 $496,000
Q1 2023

Apr 13, 2023

SELL
$80.51 - $82.52 $11,593 - $11,882
-144 Reduced 2.31%
6,081 $499,000
Q4 2022

Feb 08, 2023

BUY
$80.6 - $81.52 $967 - $978
12 Added 0.19%
6,225 $505,000
Q3 2022

Oct 13, 2022

BUY
$81.04 - $83.06 $1,458 - $1,495
18 Added 0.29%
6,213 $505,000
Q2 2022

Aug 11, 2022

BUY
$81.97 - $83.48 $819 - $834
10 Added 0.16%
6,195 $513,000
Q1 2022

May 13, 2022

SELL
$83.25 - $85.49 $12,987 - $13,336
-156 Reduced 2.46%
6,185 $516,000
Q4 2021

Jan 21, 2022

SELL
$85.5 - $86.18 $143,383 - $144,523
-1,677 Reduced 20.92%
6,341 $542,000
Q3 2021

Nov 04, 2021

SELL
$86.09 - $86.31 $4,132 - $4,142
-48 Reduced 0.6%
8,018 $691,000
Q2 2021

Jul 28, 2021

SELL
$86.11 - $86.32 $42,193 - $42,296
-490 Reduced 5.73%
8,066 $695,000
Q1 2021

May 05, 2021

BUY
$86.21 - $86.4 $344 - $345
4 Added 0.05%
8,556 $738,000
Q4 2020

Jan 11, 2021

SELL
$86.32 - $86.46 $138,370 - $138,595
-1,603 Reduced 15.79%
8,552 $739,000
Q3 2020

Nov 02, 2020

SELL
$86.46 - $86.63 $50,838 - $50,938
-588 Reduced 5.47%
10,155 $878,000
Q2 2020

Jul 27, 2020

BUY
$86.48 - $86.8 $1,037 - $1,041
12 Added 0.11%
10,743 $930,000
Q1 2020

Apr 16, 2020

BUY
$84.67 - $86.69 $593,028 - $607,176
7,004 Added 187.93%
10,731 $930,000
Q4 2019

Jan 14, 2020

BUY
$84.51 - $85.05 $314,968 - $316,981
3,727 New
3,727 $315,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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