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

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,647 shares of SHY stock, worth $217,345. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,647
Holding current value
$217,345
% of portfolio
0.01%

Shares

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

Nov 14, 2024
SELL
$81.31 - $83.29 $90,010 - $92,202
-1,107 Reduced 41.82%
1,540 $128,000
Q3 2024

Nov 12, 2024
BUY
$81.31 - $83.29 $215,227 - $220,468
2,647 New
2,647 $220,000
Q1 2024

May 15, 2024
SELL
$81.49 - $82.34 $621,442 - $627,924
-7,626 Reduced 76.31%
2,368 $193,000
Q4 2023

Feb 14, 2024
BUY
$80.62 - $82.04 $548,377 - $558,036
6,802 Added 213.1%
9,994 $819,000
Q4 2022

Feb 14, 2023
SELL
$80.6 - $81.52 $313,050 - $316,623
-3,884 Reduced 54.89%
3,192 $259,000
Q3 2022

Jan 25, 2023
BUY
$81.04 - $83.06 $573,439 - $587,732
7,076 New
7,076 $575,000

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

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