Hcr Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Hcr Wealth Advisors holds 53,727 shares of SHY stock, worth $4.47 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

53,727

Previous 58,239 7.75%

Holding current value

$4.47 Million

Previous $4.77 Million 6.91%

% of portfolio

0.59%

Previous 0.6%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$81.83 - $82.73 $369,216 - $373,277	-4,512 Reduced 7.75%	53,727 $4.44 Million
Q4 2024 Jan 14, 2025	SELL	$81.68 - $82.93 $132,648 - $134,678	-1,624 Reduced 2.71%	58,239 $4.77 Million
Q3 2024 Oct 10, 2024	SELL	$81.31 - $83.29 $47,647 - $48,807	-586 Reduced 0.97%	59,863 $4.98 Million
Q2 2024 Aug 06, 2024	SELL	$81.05 - $81.66 $47,090 - $47,444	-581 Reduced 0.95%	60,449 $4.94 Million
Q1 2024 May 10, 2024	SELL	$81.49 - $82.34 $313,084 - $316,350	-3,842 Reduced 5.92%	61,030 $4.99 Million
Q4 2023 Feb 09, 2024	BUY	$80.62 - $82.04 $352,954 - $359,171	4,378 Added 7.24%	64,872 $5.32 Million
Q3 2023 Oct 20, 2023	SELL	$80.71 - $81.38 $588,375 - $593,260	-7,290 Reduced 10.75%	60,494 $4.9 Million
Q2 2023 Aug 09, 2023	SELL	$81.05 - $82.41 $202,787 - $206,189	-2,502 Reduced 3.56%	67,784 $5.5 Million
Q1 2023 May 12, 2023	SELL	$80.51 - $82.52 $214,720 - $220,080	-2,667 Reduced 3.66%	70,286 $5.77 Million
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $611,673 - $618,655	-7,589 Reduced 9.42%	72,953 $5.92 Million
Q3 2022 Nov 07, 2022	BUY	$81.04 - $83.06 $325,456 - $333,568	4,016 Added 5.25%	80,542 $6.54 Million
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $6.27 Million - $6.39 Million	76,526 New	76,526 $6.34 Million
Q2 2021 Jul 21, 2021	SELL	$86.11 - $86.32 $263,668 - $264,311	-3,062 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$86.21 - $86.4 $87,847 - $88,041	1,019 Added 49.88%	3,062 $264,000
Q3 2020 Nov 05, 2020	SELL	$86.46 - $86.63 $864 - $866	-10 Reduced 0.49%	2,043 $177,000
Q2 2020 Jul 30, 2020	SELL	$86.48 - $86.8 $110,694 - $111,104	-1,280 Reduced 38.4%	2,053 $178,000
Q1 2020 May 08, 2020	BUY	$84.67 - $86.69 $180,601 - $184,909	2,133 Added 177.75%	3,333 $289,000
Q4 2019 Feb 07, 2020	BUY	$84.51 - $85.05 $101,412 - $102,060	1,200 New	1,200 $102,000

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Hcr Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History