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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account