A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 70,001 shares of SHY stock, worth $5.74 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
70,001
Previous 132,811 47.29%
Holding current value
$5.74 Million
Previous $10.8 Million 46.33%
% of portfolio
0.13%
Previous 0.27%

Shares

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

Nov 12, 2024

SELL
$81.31 - $83.29 $5.11 Million - $5.23 Million
-62,810 Reduced 47.29%
70,001 $5.82 Million
Q2 2024

Aug 14, 2024

BUY
$81.05 - $81.66 $314,636 - $317,004
3,882 Added 3.01%
132,811 $10.8 Million
Q1 2024

May 09, 2024

BUY
$81.49 - $82.34 $230,942 - $233,351
2,834 Added 2.25%
128,929 $10.5 Million
Q4 2023

Feb 08, 2024

BUY
$80.62 - $82.04 $480,333 - $488,794
5,958 Added 4.96%
126,095 $10.3 Million
Q3 2023

Nov 07, 2023

BUY
$80.71 - $81.38 $5.56 Million - $5.61 Million
68,882 Added 134.39%
120,137 $9.73 Million
Q2 2023

Aug 10, 2023

SELL
$81.05 - $82.41 $3.64 Million - $3.7 Million
-44,906 Reduced 46.7%
51,255 $4.16 Million
Q1 2023

May 15, 2023

SELL
$80.51 - $82.52 $2.59 Million - $2.66 Million
-32,231 Reduced 25.1%
96,161 $7.9 Million
Q4 2022

Feb 13, 2023

SELL
$80.6 - $81.52 $3.28 Million - $3.32 Million
-40,668 Reduced 24.06%
128,392 $10.4 Million
Q3 2022

Nov 14, 2022

BUY
$81.04 - $83.06 $7.86 Million - $8.05 Million
96,934 Added 134.4%
169,060 $13.7 Million
Q2 2022

Aug 16, 2022

BUY
$81.97 - $83.48 $2.93 Million - $2.98 Million
35,724 Added 98.14%
72,126 $5.97 Million
Q1 2022

Feb 08, 2024

SELL
$83.25 - $85.49 $3.63 Million - $3.72 Million
-43,545 Reduced 34.53%
82,550 $6.88 Million
Q4 2021

Feb 17, 2022

SELL
$85.5 - $86.18 $564,129 - $568,615
-6,598 Reduced 15.34%
36,402 $3.11 Million
Q3 2021

Dec 03, 2021

BUY
$86.09 - $86.31 $248,111 - $248,745
2,882 Added 7.18%
43,000 $3.7 Million
Q2 2021

Aug 17, 2021

BUY
$86.11 - $86.32 $452,249 - $453,352
5,252 Added 15.06%
40,118 $3.46 Million
Q1 2021

May 24, 2021

SELL
$86.21 - $86.4 $434,325 - $435,283
-5,038 Reduced 12.63%
34,866 $3.01 Million
Q4 2020

Feb 16, 2021

SELL
$86.32 - $86.46 $306,781 - $307,278
-3,554 Reduced 8.18%
39,904 $3.45 Million
Q3 2020

Nov 19, 2020

SELL
$86.46 - $86.63 $831,831 - $833,467
-9,621 Reduced 18.13%
43,458 $3.76 Million
Q2 2020

Aug 14, 2020

BUY
$86.48 - $86.8 $910,115 - $913,483
10,524 Added 24.73%
53,079 $4.6 Million
Q1 2020

May 11, 2020

BUY
$84.67 - $86.69 $3.32 Million - $3.4 Million
39,184 Added 1162.39%
42,555 $3.69 Million
Q4 2019

Jan 30, 2020

BUY
$84.51 - $85.05 $284,883 - $286,703
3,371 New
3,371 $283,000
Q1 2018

Jan 29, 2020

SELL
$83.38 - $83.82 $281,073 - $282,557
-3,371 Closed
0 $0
Q4 2017

Jan 29, 2020

SELL
$83.78 - $84.55 $83,863 - $84,634
-1,001 Reduced 22.9%
3,371 $283,000
Q3 2017

Jan 29, 2020

BUY
$84.45 - $84.47 $59,706 - $59,720
707 Added 19.29%
4,372 $369,000
Q2 2017

Jan 29, 2020

SELL
N/A
-2,843 Reduced 43.68%
3,665 $310,000
Q1 2017

Jan 29, 2020

BUY
N/A
6,508
6,508 $550,000

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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