Independent Advisor Alliance Ishares Barclays 1 3 Year Trea Transaction History

Independent Advisor Alliance

$7.25 Billion
Q4 2024

A detailed history of Independent Advisor Alliance transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Independent Advisor Alliance holds 31,294 shares of SHY stock, worth $2.57 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

31,294

Holding current value

$2.57 Million

% of portfolio

0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$81.68 - $82.93 $2.56 Million - $2.6 Million	31,294 New	31,294 $2.57 Million
Q1 2024 May 08, 2024	SELL	$81.49 - $82.34 $172,106 - $173,902	-2,112 Reduced 42.69%	2,835 $231,000
Q4 2023 Feb 08, 2024	SELL	$80.62 - $82.04 $543,540 - $553,113	-6,742 Reduced 57.68%	4,947 $405,000
Q3 2023 Oct 24, 2023	BUY	$80.71 - $81.38 $343,259 - $346,109	4,253 Added 57.19%	11,689 $946,000
Q2 2023 Jul 28, 2023	BUY	$81.05 - $82.41 $602,687 - $612,800	7,436 New	7,436 $602,000
Q3 2022 Nov 04, 2022	SELL	$81.04 - $83.06 $2,998 - $3,073	-37 Reduced 0.66%	5,578 $453,000
Q2 2022 Aug 04, 2022	BUY	$81.97 - $83.48 $460,261 - $468,740	5,615 New	5,615 $465,000
Q1 2020 May 14, 2020	SELL	$84.67 - $86.69 $797,930 - $816,966	-9,424 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$84.51 - $85.05 $796,422 - $801,511	9,424 New	9,424 $798,000
Q2 2019 Aug 12, 2019	SELL	$83.84 - $84.81 $214,630 - $217,113	-2,560 Closed	0 $0
Q1 2019 May 07, 2019	SELL	$83.51 - $84.18 $26,222 - $26,432	-314 Reduced 10.93%	2,560 $215,000
Q4 2018 Feb 12, 2019	BUY	$82.85 - $83.62 $238,110 - $240,323	2,874 New	2,874 $240,000

Others Institutions Holding SHY

# of Institutions

1,247

Shares Held

239M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Independent Advisor Alliance Ishares Barclays 1 3 Year Trea Transaction History