Forte Asset Management LLC Ishares Barclays 1 3 Year Trea Transaction History

Forte Asset Management LLC

  • $169 Million
  • Q2 2024

A detailed history of Forte Asset Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Forte Asset Management LLC holds 5,100 shares of SHY stock, worth $422,331. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,100
Previous 4,000 27.5%
Holding current value
$422,331
Previous $327,000 27.22%
% of portfolio
0.25%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$81.05 - $81.66 $89,155 - $89,826
1,100 Added 27.5%
5,100 $416,000
Q1 2024

May 03, 2024
BUY
$81.49 - $82.34 $325,960 - $329,360
4,000 New
4,000 $327,000
Q2 2022

Jul 22, 2022
BUY
$81.97 - $83.48 $1.36 Million - $1.39 Million
16,630 New
16,630 $1.38 Million

Others Institutions Holding SHY

# of Institutions
1,185
Shares Held
224M
Call Options Held
311K
Put Options Held
40.1K
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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