Gradient Investments LLC Ishares Barclays 1 3 Year Trea Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$81.05 - $81.66 $72,539 - $73,085	895 Added 1316.18%	963 $78,000
Q1 2024 Apr 23, 2024	SELL	$81.49 - $82.34 $50,768 - $51,297	-623 Reduced 90.16%	68 $5,000
Q4 2023 Jan 18, 2024	BUY	$80.62 - $82.04 $1,289 - $1,312	16 Added 2.37%	691 $56,000
Q3 2023 Oct 27, 2023	BUY	$80.71 - $81.38 $2,259 - $2,278	28 Added 4.33%	675 $54,000
Q2 2023 Jul 11, 2023	BUY	$81.05 - $82.41 $28,448 - $28,925	351 Added 118.58%	647 $52,000
Q1 2023 Apr 17, 2023	BUY	$80.51 - $82.52 $10,063 - $10,315	125 Added 73.1%	296 $24,000
Q4 2022 Jan 10, 2023	BUY	$80.6 - $81.52 $8,301 - $8,396	103 Added 151.47%	171 $0
Q3 2022 Oct 14, 2022	SELL	$81.04 - $83.06 $3,565 - $3,654	-44 Reduced 39.29%	68 $6,000
Q2 2022 Jul 11, 2022	BUY	$81.97 - $83.48 $5,901 - $6,010	72 Added 180.0%	112 $9,000
Q1 2022 May 26, 2022	BUY	$83.25 - $85.49 $2,913 - $2,992	35 Added 700.0%	40 $3,000
Q4 2021 Jan 12, 2022	SELL	$85.5 - $86.18 $54,121 - $54,551	-633 Reduced 99.22%	5 $0
Q3 2021 Oct 18, 2021	BUY	$86.09 - $86.31 $54,839 - $54,979	637 Added 63700.0%	638 $55,000
Q2 2021 Jul 12, 2021	SELL	$86.11 - $86.32 $1,808 - $1,812	-21 Reduced 95.45%	1 $0
Q1 2021 Apr 21, 2021	BUY	$86.21 - $86.4 $1,724 - $1,728	20 Added 1000.0%	22 $2,000
Q3 2020 Oct 06, 2020	SELL	$86.46 - $86.63 $11,758 - $11,781	-136 Reduced 98.55%	2 $0
Q2 2020 Jul 10, 2020	BUY	$86.48 - $86.8 $2,594 - $2,604	30 Added 27.78%	138 $12,000
Q1 2020 Apr 07, 2020	BUY	$84.67 - $86.69 $5,503 - $5,634	65 Added 151.16%	108 $9,000
Q3 2019 Oct 10, 2019	SELL	$84.4 - $85.1 $24,476 - $24,679	-290 Reduced 87.09%	43 $4,000
Q2 2019 Jul 16, 2019	BUY	$83.84 - $84.81 $27,918 - $28,241	333 New	333 $28,000
Q1 2019 Apr 11, 2019	SELL	$83.51 - $84.18 $32,401 - $32,661	-388 Closed	0 $0
Q4 2018 Jan 18, 2019	BUY	$82.85 - $83.62 $12,344 - $12,459	149 Added 62.34%	388 $32,000
Q3 2018 Oct 11, 2018	BUY	$83.02 - $83.34 $19,758 - $19,834	238 Added 23800.0%	239 $20,000
Q1 2018 Apr 11, 2018	SELL	$83.38 - $83.82 $416 - $419	-5 Reduced 83.33%	1 $0
Q4 2017 Feb 07, 2018	BUY	$83.78 - $84.55 $502 - $507	6	6 $1,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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