Fortem Financial Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Fortem Financial Group, LLC

$240 Million
Q3 2024

A detailed history of Fortem Financial Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fortem Financial Group, LLC holds 88,707 shares of SHY stock, worth $7.28 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

88,707

Previous 104,746 15.31%

Holding current value

$7.28 Million

Previous $8.55 Million 13.76%

% of portfolio

3.08%

Previous 3.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $1.3 Million - $1.34 Million	-16,039 Reduced 15.31%	88,707 $7.38 Million
Q2 2024 Aug 02, 2024	SELL	$81.05 - $81.66 $97,989 - $98,726	-1,209 Reduced 1.14%	104,746 $8.55 Million
Q1 2024 May 01, 2024	BUY	$81.49 - $82.34 $243,247 - $245,784	2,985 Added 2.9%	105,955 $8.66 Million
Q4 2023 Jan 25, 2024	BUY	$80.62 - $82.04 $2.98 Million - $3.04 Million	37,008 Added 56.11%	102,970 $8.45 Million
Q3 2023 Oct 10, 2023	BUY	$80.71 - $81.38 $1.2 Million - $1.2 Million	14,807 Added 28.95%	65,962 $5.34 Million
Q2 2023 Jul 18, 2023	BUY	$81.05 - $82.41 $2.03 Million - $2.07 Million	25,106 Added 96.38%	51,155 $4.15 Million
Q1 2023 Apr 21, 2023	BUY	$80.51 - $82.52 $2.1 Million - $2.15 Million	26,049 New	26,049 $2.14 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Fortem Financial Group, LLC Ishares Barclays 1 3 Year Trea Transaction History