Fiduciary Group LLC Ishares Barclays 1 3 Year Trea Transaction History

Fiduciary Group LLC

  • $971 Million
  • Q3 2024

A detailed history of Fiduciary Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fiduciary Group LLC holds 434,269 shares of SHY stock, worth $35.7 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
434,269
Previous 486,761 10.78%
Holding current value
$35.7 Million
Previous $39.7 Million 9.15%
% of portfolio
3.72%
Previous 4.33%

Shares

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

Nov 13, 2024
SELL
$81.31 - $83.29 $4.27 Million - $4.37 Million
-52,492 Reduced 10.78%
434,269 $36.1 Million
Q2 2024

Aug 08, 2024
SELL
$81.05 - $81.66 $3.83 Million - $3.86 Million
-47,236 Reduced 8.85%
486,761 $39.7 Million
Q1 2024

May 13, 2024
BUY
$81.49 - $82.34 $990,510 - $1 Million
12,155 Added 2.33%
533,997 $43.7 Million
Q4 2023

Feb 05, 2024
BUY
$80.62 - $82.04 $789,431 - $803,335
9,792 Added 1.91%
521,842 $42.8 Million
Q3 2023

Nov 13, 2023
SELL
$80.71 - $81.38 $332,525 - $335,285
-4,120 Reduced 0.8%
512,050 $41.5 Million
Q2 2023

Jul 27, 2023
BUY
$81.05 - $82.41 $401,116 - $407,847
4,949 Added 0.97%
516,170 $41.9 Million
Q1 2023

May 15, 2023
BUY
$80.51 - $82.52 $414,304 - $424,647
5,146 Added 1.01%
516,367 $42.4 Million
Q1 2023

May 15, 2023
SELL
$80.51 - $82.52 $3.11 Million - $3.19 Million
-38,652 Reduced 7.03%
511,221 $42 Million
Q4 2022

Feb 07, 2023
BUY
$80.6 - $81.52 $12.4 Million - $12.6 Million
154,011 Added 38.91%
549,873 $44.6 Million
Q3 2022

Nov 14, 2022
BUY
$81.04 - $83.06 $5.45 Million - $5.59 Million
67,248 Added 20.46%
395,862 $32.2 Million
Q2 2022

Aug 12, 2022
BUY
$81.97 - $83.48 $9.28 Million - $9.46 Million
113,263 Added 52.59%
328,614 $27.2 Million
Q1 2022

May 13, 2022
BUY
$83.25 - $85.49 $17.9 Million - $18.4 Million
215,351 New
215,351 $17.9 Million

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
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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