A detailed history of Gries Financial LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Gries Financial LLC holds 8,593 shares of SHY stock, worth $704,883. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,593
Previous 10,021 14.25%
Holding current value
$704,883
Previous $818,000 12.71%
% of portfolio
0.15%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$81.31 - $83.29 $116,110 - $118,938
-1,428 Reduced 14.25%
8,593 $714,000
Q2 2024

Aug 02, 2024

BUY
$81.05 - $81.66 $14,913 - $15,025
184 Added 1.87%
10,021 $818,000
Q1 2024

May 15, 2024

BUY
$81.49 - $82.34 $38,300 - $38,699
470 Added 5.02%
9,837 $804,000
Q4 2023

Feb 13, 2024

SELL
$80.62 - $82.04 $91,664 - $93,279
-1,137 Reduced 10.82%
9,367 $768,000
Q3 2023

Nov 14, 2023

SELL
$80.71 - $81.38 $3.14 Million - $3.17 Million
-38,934 Reduced 78.75%
10,504 $850,000
Q2 2023

Aug 14, 2023

BUY
$81.05 - $82.41 $429,240 - $436,443
5,296 Added 12.0%
49,438 $4.01 Million
Q1 2023

Jun 21, 2023

BUY
$80.51 - $82.52 $3.25 Million - $3.33 Million
40,327 Added 1057.06%
44,142 $3.63 Million
Q4 2022

Jan 10, 2023

SELL
$80.6 - $81.52 $54,404 - $55,026
-675 Reduced 15.03%
3,815 $310,000
Q3 2022

Oct 31, 2022

BUY
$81.04 - $83.06 $363,869 - $372,939
4,490 New
4,490 $365,000
Q2 2022

Aug 16, 2022

SELL
$81.97 - $83.48 $431,162 - $439,104
-5,260 Closed
0 $0
Q1 2022

Apr 29, 2022

SELL
$83.25 - $85.49 $5,827 - $5,984
-70 Reduced 1.31%
5,260 $438,000
Q4 2021

Feb 02, 2022

SELL
$85.5 - $86.18 $17,527 - $17,666
-205 Reduced 3.7%
5,330 $456,000
Q3 2021

Nov 12, 2021

BUY
$86.09 - $86.31 $476,508 - $477,725
5,535 New
5,535 $477,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Gries Financial LLC Portfolio

Follow Gries Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gries Financial LLC with notifications on news.