Financial Advocates Investment Management Ishares Barclays 1 3 Year Trea Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Financial Advocates Investment Management holds 51,574 shares of SHY stock, worth $4.23 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

51,574

Previous 31,737 62.5%

Holding current value

$4.23 Million

Previous $2.59 Million 65.5%

% of portfolio

0.24%

Previous 0.16%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$81.31 - $83.29 $1.61 Million - $1.65 Million	19,837 Added 62.5%	51,574 $4.29 Million
Q2 2024 Jul 26, 2024	BUY	$81.05 - $81.66 $158,533 - $159,726	1,956 Added 6.57%	31,737 $2.59 Million
Q1 2024 May 01, 2024	BUY	$81.49 - $82.34 $419,836 - $424,215	5,152 Added 20.92%	29,781 $2.44 Million
Q4 2023 Feb 08, 2024	SELL	$80.62 - $82.04 $2.37 Million - $2.42 Million	-29,457 Reduced 54.46%	24,629 $2.02 Million
Q3 2023 Oct 27, 2023	SELL	$80.71 - $81.38 $912,345 - $919,919	-11,304 Reduced 17.29%	54,086 $4.38 Million
Q2 2023 Aug 07, 2023	SELL	$81.05 - $82.41 $258,225 - $262,558	-3,186 Reduced 4.65%	65,390 $5.3 Million
Q1 2023 May 11, 2023	SELL	$80.51 - $82.52 $656,639 - $673,033	-8,156 Reduced 10.63%	68,576 $5.63 Million
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $1.77 Million - $1.79 Million	21,950 Added 40.07%	76,732 $6.23 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $3.27 Million - $3.35 Million	40,358 Added 279.8%	54,782 $4.45 Million
Q2 2022 Aug 12, 2022	SELL	$81.97 - $83.48 $234,844 - $239,170	-2,865 Reduced 16.57%	14,424 $1.19 Million
Q1 2022 May 11, 2022	BUY	$83.25 - $85.49 $15,234 - $15,644	183 Added 1.07%	17,289 $1.44 Million
Q4 2021 Feb 14, 2022	SELL	$85.5 - $86.18 $259,065 - $261,125	-3,030 Reduced 15.05%	17,106 $1.46 Million
Q3 2021 Nov 04, 2021	SELL	$86.09 - $86.31 $236,833 - $237,438	-2,751 Reduced 12.02%	20,136 $1.74 Million
Q2 2021 Aug 03, 2021	SELL	$86.11 - $86.32 $415,050 - $416,062	-4,820 Reduced 17.4%	22,887 $1.97 Million
Q1 2021 May 10, 2021	SELL	$86.21 - $86.4 $1.02 Million - $1.02 Million	-11,853 Reduced 29.96%	27,707 $2.39 Million
Q4 2020 Feb 12, 2021	BUY	$86.32 - $86.46 $67,243 - $67,352	779 Added 2.01%	39,560 $3.72 Million
Q3 2020 Nov 04, 2020	SELL	$86.46 - $86.63 $485,386 - $486,340	-5,614 Reduced 12.65%	38,781 $3.35 Million
Q2 2020 Aug 14, 2020	BUY	$86.48 - $86.8 $60,276 - $60,499	697 Added 1.6%	44,395 $3.75 Million
Q1 2020 Apr 29, 2020	SELL	$84.67 - $86.69 $63,248 - $64,757	-747 Reduced 1.68%	43,698 $3.79 Million
Q4 2019 Feb 13, 2020	BUY	$84.51 - $85.05 $1.02 Million - $1.02 Million	12,020 Added 37.07%	44,445 $3.76 Million
Q3 2019 Nov 13, 2019	SELL	$84.4 - $85.1 $231,931 - $233,854	-2,748 Reduced 7.81%	32,425 $2.6 Million
Q2 2019 Aug 08, 2019	SELL	$83.84 - $84.81 $346,175 - $350,180	-4,129 Reduced 10.51%	35,173 $2.98 Million
Q1 2019 May 16, 2019	BUY	$83.51 - $84.18 $396,004 - $399,181	4,742 Added 13.72%	39,302 $3.31 Million
Q4 2018 Feb 14, 2019	SELL	$82.85 - $83.62 $293,289 - $296,014	-3,540 Reduced 9.29%	34,560 $2.89 Million
Q3 2018 Nov 14, 2018	SELL	$83.02 - $83.34 $222,161 - $223,017	-2,676 Reduced 6.56%	38,100 $0
Q2 2018 Aug 09, 2018	BUY	$83.11 - $83.6 $52,608 - $52,918	633 Added 1.58%	40,776 $3.39 Million
Q1 2018 May 11, 2018	SELL	$83.38 - $83.82 $17,009 - $17,099	-204 Reduced 0.51%	40,143 $3.35 Million
Q4 2017 Feb 15, 2018	BUY	$83.78 - $84.55 $3.38 Million - $3.41 Million	40,347	40,347 $3.38 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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Financial Advocates Investment Management Ishares Barclays 1 3 Year Trea Transaction History