Hcr Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024

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 61,030 shares of SHY stock, worth $4.98 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
61,030
Previous 64,872 5.92%
Holding current value
$4.98 Million
Previous $5.32 Million 6.22%
% of portfolio
0.76%
Previous 0.84%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.22 - $83.06 $326,179 - $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
1,183
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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