Great Point Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$81.49 - $82.34 $19.5 Million - $19.7 Million	-238,822 Reduced 98.06%	4,713 $385,000
Q4 2023 Jan 22, 2024	BUY	$80.62 - $82.04 $1.58 Million - $1.61 Million	19,610 Added 8.76%	243,535 $20 Million
Q3 2023 Oct 13, 2023	BUY	$80.71 - $81.38 $1.55 Million - $1.56 Million	19,167 Added 9.36%	223,925 $18.1 Million
Q2 2023 Aug 02, 2023	BUY	$81.05 - $82.41 $1.69 Million - $1.72 Million	20,811 Added 11.31%	204,758 $16.6 Million
Q1 2023 May 12, 2023	SELL	$80.51 - $82.52 $527,179 - $540,340	-6,548 Reduced 3.44%	183,947 $15.1 Million
Q4 2022 Feb 07, 2023	BUY	$80.6 - $81.52 $1.87 Million - $1.89 Million	23,149 Added 13.83%	190,495 $15.5 Million
Q3 2022 Nov 09, 2022	BUY	$81.04 - $83.06 $2.66 Million - $2.73 Million	32,828 Added 24.4%	167,346 $13.6 Million
Q2 2022 Aug 25, 2022	SELL	$81.97 - $83.48 $11.6 Million - $11.8 Million	-141,756 Reduced 51.31%	134,518 $11.1 Million
Q1 2022 May 03, 2022	SELL	$83.25 - $85.49 $745,920 - $765,990	-8,960 Reduced 3.14%	276,274 $23 Million
Q4 2021 Feb 09, 2022	BUY	$85.5 - $86.18 $1.08 Million - $1.09 Million	12,665 Added 4.65%	285,234 $24.4 Million
Q3 2021 Nov 03, 2021	BUY	$86.09 - $86.31 $418,741 - $419,811	4,864 Added 1.82%	272,569 $23.5 Million
Q2 2021 Aug 12, 2021	BUY	$86.11 - $86.32 $538,187 - $539,500	6,250 Added 2.39%	267,705 $23.1 Million
Q1 2021 May 11, 2021	BUY	$86.21 - $86.4 $5.85 Million - $5.87 Million	67,897 Added 35.08%	261,455 $22.6 Million
Q4 2020 Jan 29, 2021	BUY	$86.32 - $86.46 $4.07 Million - $4.08 Million	47,194 Added 32.24%	193,558 $16.7 Million
Q2 2020 Jul 24, 2020	BUY	$86.48 - $86.8 $598,960 - $601,176	6,926 Added 4.97%	146,364 $12.7 Million
Q1 2020 May 13, 2020	SELL	$84.67 - $86.69 $1.06 Million - $1.08 Million	-12,474 Reduced 8.21%	139,438 $12.1 Million
Q4 2019 Feb 28, 2020	BUY	$84.51 - $85.05 $854,818 - $860,280	10,115 Added 7.13%	151,912 $12.9 Million
Q3 2019 Oct 17, 2019	BUY	$84.4 - $85.1 $7.78 Million - $7.84 Million	92,149 Added 185.6%	141,797 $12 Million
Q2 2019 Aug 06, 2019	BUY	$83.84 - $84.81 $210,186 - $212,618	2,507 Added 5.32%	49,648 $4.21 Million
Q1 2019 May 15, 2019	SELL	$83.51 - $84.18 $823,659 - $830,267	-9,863 Reduced 17.3%	47,141 $3.97 Million
Q4 2018 Feb 14, 2019	BUY	$82.85 - $83.62 $4.72 Million - $4.77 Million	57,004 New	57,004 $4.77 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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