Independent Family Office, LLC Ishares Barclays 1 3 Year Trea Transaction History

Independent Family Office, LLC

$190 Million
Q4 2024

A detailed history of Independent Family Office, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Independent Family Office, LLC holds 21,174 shares of SHY stock, worth $1.74 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

21,174

Previous 37,549 43.61%

Holding current value

$1.74 Million

Previous $3.12 Million 44.43%

% of portfolio

0.92%

Previous 1.58%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$81.68 - $82.93 $1.34 Million - $1.36 Million	-16,375 Reduced 43.61%	21,174 $1.74 Million
Q3 2024 Nov 14, 2024	BUY	$81.31 - $83.29 $89,441 - $91,619	1,100 Added 3.02%	37,549 $3.12 Million
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $285,782 - $287,933	3,526 Added 10.71%	36,449 $2.98 Million
Q1 2024 Apr 29, 2024	BUY	$81.49 - $82.34 $48,568 - $49,074	596 Added 1.84%	32,923 $2.69 Million
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $36,279 - $36,918	-450 Reduced 1.37%	32,327 $2.65 Million
Q3 2023 Nov 01, 2023	SELL	$80.71 - $81.38 $72,639 - $73,242	-900 Reduced 2.67%	32,777 $2.65 Million
Q2 2023 Jul 25, 2023	BUY	$81.05 - $82.41 $166,152 - $168,940	2,050 Added 6.48%	33,677 $2.73 Million
Q1 2023 May 04, 2023	SELL	$80.51 - $82.52 $15,296 - $15,678	-190 Reduced 0.6%	31,627 $2.6 Million
Q4 2022 Feb 09, 2023	SELL	$80.6 - $81.52 $122,108 - $123,502	-1,515 Reduced 4.55%	31,817 $2.58 Million
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $58,997 - $60,467	-728 Reduced 2.14%	33,332 $2.71 Million
Q2 2022 Aug 01, 2022	SELL	$81.97 - $83.48 $40,985 - $41,740	-500 Reduced 1.45%	34,060 $2.82 Million
Q4 2021 Feb 09, 2022	SELL	$85.5 - $86.18 $5.46 Million - $5.51 Million	-63,917 Reduced 64.91%	34,560 $2.96 Million
Q3 2021 Nov 04, 2021	BUY	$86.09 - $86.31 $5.76 Million - $5.77 Million	66,885 Added 211.71%	98,477 $2.92 Million
Q2 2021 Aug 12, 2021	BUY	$86.11 - $86.32 $105,054 - $105,310	1,220 Added 4.02%	31,592 $2.72 Million
Q1 2021 May 18, 2021	SELL	$86.21 - $86.4 $344,840 - $345,600	-4,000 Reduced 11.64%	30,372 $2.62 Million
Q3 2020 Nov 16, 2020	BUY	$86.46 - $86.63 $410,684 - $411,492	4,750 Added 16.04%	34,372 $2.97 Million
Q1 2020 May 15, 2020	SELL	$84.67 - $86.69 $30,057 - $30,774	-355 Reduced 1.18%	29,622 $2.57 Million
Q4 2019 Feb 13, 2020	BUY	$84.51 - $85.05 $2.53 Million - $2.55 Million	29,977 New	29,977 $2.54 Million

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Independent Family Office, LLC Ishares Barclays 1 3 Year Trea Transaction History