Kfa Private Wealth Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Kfa Private Wealth Group, LLC

$239 Million
Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 39,376 shares of SHY stock, worth $3.24 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

39,376

Previous 49,735 20.83%

Holding current value

$3.24 Million

Previous $4.14 Million 21.93%

% of portfolio

1.35%

Previous 1.98%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$81.68 - $82.93 $846,123 - $859,071	-10,359 Reduced 20.83%	39,376 $3.23 Million
Q3 2024 Oct 18, 2024	SELL	$81.31 - $83.29 $793,341 - $812,660	-9,757 Reduced 16.4%	49,735 $4.14 Million
Q2 2024 Aug 07, 2024	SELL	$81.05 - $81.66 $15 Million - $15.2 Million	-185,598 Reduced 75.73%	59,492 $4.86 Million
Q1 2024 May 01, 2024	BUY	$81.49 - $82.34 $1.13 Million - $1.14 Million	13,844 Added 5.99%	245,090 $20 Million
Q4 2023 Feb 02, 2024	BUY	$80.62 - $82.04 $2.2 Million - $2.24 Million	27,262 Added 13.36%	231,246 $19 Million
Q3 2023 Oct 25, 2023	BUY	$80.71 - $81.38 $404,034 - $407,388	5,006 Added 2.52%	203,984 $16.5 Million
Q2 2023 Jul 18, 2023	BUY	$81.05 - $82.41 $321,768 - $327,167	3,970 Added 2.04%	198,978 $16.1 Million
Q1 2023 May 05, 2023	BUY	$80.51 - $82.52 $292,734 - $300,042	3,636 Added 1.9%	195,008 $16 Million
Q4 2022 Jan 31, 2023	BUY	$80.6 - $81.52 $535,748 - $541,863	6,647 Added 3.6%	191,372 $15.5 Million
Q3 2022 Nov 02, 2022	BUY	$81.04 - $83.06 $13.9 Million - $14.3 Million	171,776 Added 1326.56%	184,725 $15 Million
Q2 2022 Jul 18, 2022	SELL	$81.97 - $83.48 $263,287 - $268,137	-3,212 Reduced 19.88%	12,949 $1.07 Million
Q4 2021 Jan 26, 2022	SELL	$85.5 - $86.18 $4,275 - $4,309	-50 Reduced 0.31%	16,161 $1.38 Million
Q3 2021 Oct 18, 2021	SELL	$86.09 - $86.31 $172 - $172	-2 Reduced 0.01%	16,211 $1.4 Million
Q2 2021 Jul 22, 2021	SELL	$86.11 - $86.32 $60,277 - $60,423	-700 Reduced 4.14%	16,213 $1.4 Million
Q1 2021 May 06, 2021	BUY	$86.21 - $86.4 $90,434 - $90,633	1,049 Added 6.61%	16,913 $1.46 Million
Q4 2020 Mar 08, 2021	BUY	$86.32 - $86.46 $209,498 - $209,838	2,427 Added 18.06%	15,864 $1.37 Million
Q3 2020 Nov 04, 2020	BUY	$86.46 - $86.63 $66,055 - $66,185	764 Added 6.03%	13,437 $1.16 Million
Q2 2020 Jul 28, 2020	BUY	$86.48 - $86.8 $1.1 Million - $1.1 Million	12,673 New	12,673 $1.1 Million

Others Institutions Holding SHY

# of Institutions

1,282

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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Kfa Private Wealth Group, LLC Ishares Barclays 1 3 Year Trea Transaction History