Kingsview Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

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 $5.72 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

70,001

Previous 132,811 47.29%

Holding current value

$5.72 Million

Previous $10.8 Million 46.33%

% of portfolio

0.13%

Previous 0.27%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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

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Kingsview Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History