Financial Gravity Asset Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 26, 2024	BUY	$81.49 - $82.34 $81 - $82	1 Added 100.0%	2 $136,000
Q1 2024 May 13, 2024	SELL	$81.49 - $82.34 $39,278 - $39,687	-482 Reduced 68.27%	224 $18.3 Million
Q4 2023 Jun 26, 2024	SELL	$80.62 - $82.04 $17,978 - $18,294	-223 Reduced 99.55%	1 $138,000
Q3 2023 Nov 15, 2023	BUY	$80.71 - $81.38 $50,443 - $50,862	625 Added 771.6%	706 $57,000
Q2 2023 Aug 08, 2023	SELL	$81.05 - $82.41 $81 - $82	-1 Reduced 1.22%	81 $29.7 Million
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $80 - $82	1 Added 1.23%	82 $23.9 Million
Q4 2022 Feb 15, 2023	SELL	$80.6 - $81.52 $104,457 - $105,649	-1,296 Reduced 94.12%	81 $62.9 Million
Q3 2022 Nov 03, 2022	SELL	$81.04 - $83.06 $16,208 - $16,612	-200 Reduced 12.68%	1,377 $16.1 Million
Q1 2022 May 13, 2022	SELL	$83.25 - $85.49 $83,499 - $85,746	-1,003 Reduced 38.88%	1,577 $16.9 Million
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $199,300 - $200,885	2,331 Added 936.14%	2,580 $21.2 Million
Q3 2021 Nov 12, 2021	SELL	$86.09 - $86.31 $1,033 - $1,035	-12 Reduced 4.6%	249 $86,000
Q2 2021 Aug 11, 2021	BUY	$86.11 - $86.32 $3,444 - $3,452	40 Added 18.1%	261 $86,000
Q1 2021 May 17, 2021	SELL	$86.21 - $86.4 $6,724 - $6,739	-78 Reduced 26.09%	221 $19.1 Million
Q4 2020 Feb 16, 2021	BUY	$86.32 - $86.46 $25,809 - $25,851	299 New	299 $25,000
Q2 2020 Aug 13, 2020	SELL	$86.48 - $86.8 $617,034 - $619,318	-7,135 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$84.67 - $86.69 $166,799 - $170,779	1,970 Added 38.14%	7,135 $618,000
Q4 2019 Feb 28, 2020	BUY	$84.51 - $85.05 $214,824 - $216,197	2,542 Added 96.91%	5,165 $87,000
Q3 2019 Oct 15, 2019	SELL	$84.4 - $85.1 $71,318 - $71,909	-845 Reduced 24.37%	2,623 $223,000
Q2 2019 Jul 26, 2019	SELL	$83.84 - $84.81 $41,584 - $42,065	-496 Reduced 12.51%	3,468 $294,000
Q1 2019 Apr 19, 2019	BUY	$83.51 - $84.18 $222,554 - $224,339	2,665 Added 205.16%	3,964 $332,000
Q3 2018 Oct 31, 2018	SELL	$83.02 - $83.34 $415 - $416	-5 Reduced 0.38%	1,299 $108,000
Q2 2018 Aug 14, 2018	BUY	$83.11 - $83.6 $9,391 - $9,446	113 Added 9.49%	1,304 $109,000
Q1 2018 May 23, 2018	BUY	$83.38 - $83.82 $99,305 - $99,829	1,191 New	1,191 $99,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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