Family Firm, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Family Firm, Inc.

$413 Million
Q1 2024

A detailed history of Family Firm, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Family Firm, Inc. holds 29,940 shares of SHY stock, worth $2.44 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

29,940

Previous 27,210 10.03%

Holding current value

$2.44 Million

Previous $2.23 Million 9.68%

% of portfolio

0.59%

Previous 0.56%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$81.49 - $82.34 $222,467 - $224,788	2,730 Added 10.03%	29,940 $2.45 Million
Q4 2023 Feb 05, 2024	SELL	$80.62 - $82.04 $400,681 - $407,738	-4,970 Reduced 15.44%	27,210 $2.23 Million
Q3 2023 Oct 19, 2023	SELL	$80.71 - $81.38 $35,028 - $35,318	-434 Reduced 1.33%	32,180 $2.61 Million
Q2 2023 Aug 08, 2023	BUY	$81.05 - $82.41 $353,864 - $359,802	4,366 Added 15.46%	32,614 $2.64 Million
Q1 2023 May 01, 2023	BUY	$80.51 - $82.52 $35,746 - $36,638	444 Added 1.6%	28,248 $2.32 Million

Q4 2022 Feb 07, 2023	BUY	$80.6 - $81.52 $252,439 - $255,320	3,132 Added 12.69%	27,804 $2.26 Million
Q3 2022 Nov 15, 2022	SELL	$81.22 - $83.06 $344,697 - $352,506	-4,244 Reduced 14.68%	24,672 $2 Million
Q2 2022 Dec 01, 2022	BUY	$81.97 - $83.48 $301,485 - $307,039	3,678 Added 14.91%	28,350 $2.35 Million
Q1 2022 Nov 30, 2022	BUY	$83.25 - $85.49 $304,362 - $312,551	3,656 Added 14.82%	28,328 $2.36 Million
Q4 2021 Feb 02, 2022	BUY	$85.5 - $86.18 $2,137 - $2,154	25 Added 0.09%	28,916 $2.47 Million
Q3 2021 Oct 22, 2021	SELL	$86.09 - $86.31 $20,489 - $20,541	-238 Reduced 0.82%	28,891 $2.48 Million
Q2 2021 Jul 21, 2021	BUY	$86.11 - $86.32 $220,613 - $221,151	2,562 Added 9.64%	29,129 $2.51 Million
Q1 2021 May 06, 2021	BUY	$86.21 - $86.4 $16,207 - $16,243	188 Added 0.71%	26,567 $2.29 Million
Q4 2020 Jan 20, 2021	BUY	$86.32 - $86.46 $10,876 - $10,893	126 Added 0.48%	26,379 $2.28 Million
Q3 2020 Nov 04, 2020	BUY	$86.46 - $86.63 $158,654 - $158,966	1,835 Added 7.51%	26,253 $2.27 Million
Q2 2020 Aug 10, 2020	BUY	$86.48 - $86.8 $381,030 - $382,440	4,406 Added 22.02%	24,418 $2.12 Million
Q1 2020 Apr 29, 2020	SELL	$84.67 - $86.69 $107,954 - $110,529	-1,275 Reduced 5.99%	20,012 $1.73 Million
Q4 2019 Feb 04, 2020	BUY	$84.51 - $85.05 $3,295 - $3,316	39 Added 0.18%	21,287 $1.8 Million
Q3 2019 Nov 12, 2019	BUY	$84.4 - $85.1 $47,770 - $48,166	566 Added 2.74%	21,248 $1.8 Million
Q2 2019 Aug 06, 2019	BUY	$83.84 - $84.81 $88,199 - $89,220	1,052 Added 5.36%	20,682 $1.75 Million
Q1 2019 May 06, 2019	BUY	$83.51 - $84.18 $173,700 - $175,094	2,080 Added 11.85%	19,630 $1.65 Million
Q4 2018 Feb 05, 2019	BUY	$82.85 - $83.62 $55,840 - $56,359	674 Added 3.99%	17,550 $1.47 Million
Q3 2018 Oct 31, 2018	SELL	$83.02 - $83.34 $92,235 - $92,590	-1,111 Reduced 6.18%	16,876 $1.4 Million
Q2 2018 Aug 03, 2018	BUY	$83.11 - $83.6 $249,579 - $251,050	3,003 Added 20.04%	17,987 $1.5 Million
Q1 2018 Apr 26, 2018	SELL	$83.38 - $83.82 $7,337 - $7,376	-88 Reduced 0.58%	14,984 $1.25 Million
Q4 2017 Feb 07, 2018	BUY	$83.78 - $84.55 $173,340 - $174,933	2,069 Added 15.91%	15,072 $1.26 Million
Q3 2017 Nov 07, 2017	BUY	$84.45 - $84.47 $266,777 - $266,840	3,159 Added 32.09%	13,003 $1.1 Million
Q2 2017 Aug 08, 2017	BUY	N/A	9,844	9,844 $832,000

Others Institutions Holding SHY

# of Institutions

1,183

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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