Lake Street Financial LLC Ishares Barclays 1 3 Year Trea Transaction History

Lake Street Financial LLC

  • $713 Million
  • Q1 2024

A detailed history of Lake Street Financial LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lake Street Financial LLC holds 9,022 shares of SHY stock, worth $735,293. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,022
Previous 9,032 0.11%
Holding current value
$735,293
Previous $740,000 0.41%
% of portfolio
0.1%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$81.49 - $82.34 $814 - $823
-10 Reduced 0.11%
9,022 $737,000
Q4 2023

Jan 10, 2024
BUY
$80.62 - $82.04 $34,263 - $34,867
425 Added 4.94%
9,032 $740,000
Q3 2023

Oct 20, 2023
BUY
$80.71 - $81.38 $165,859 - $167,235
2,055 Added 31.36%
8,607 $696,000
Q2 2023

Jul 18, 2023
BUY
$81.05 - $82.41 $33,473 - $34,035
413 Added 6.73%
6,552 $531,000
Q1 2023

Apr 17, 2023
BUY
$80.51 - $82.52 $99,671 - $102,159
1,238 Added 25.26%
6,139 $504,000
Q4 2022

Jan 25, 2023
BUY
$80.6 - $81.52 $395,020 - $399,529
4,901 New
4,901 $0

Others Institutions Holding SHY

# of Institutions
1,184
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Lake Street Financial LLC Portfolio

Follow Lake Street Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email