Laurel Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Laurel Wealth Advisors LLC

$626 Million
Q4 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 31,597 shares of SHY stock, worth $2.6 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

31,597

Previous 34,523 8.48%

Holding current value

$2.6 Million

Previous $2.87 Million 9.76%

% of portfolio

0.41%

Previous 0.47%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$81.68 - $82.93 $238,995 - $242,653	-2,926 Reduced 8.48%	31,597 $2.59 Million
Q3 2024 Nov 05, 2024	SELL	$81.31 - $83.29 $87,001 - $89,120	-1,070 Reduced 3.01%	34,523 $2.87 Million
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $66,542 - $67,042	-821 Reduced 2.25%	35,593 $2.91 Million
Q1 2024 May 13, 2024	SELL	$81.49 - $82.34 $10,349 - $10,457	-127 Reduced 0.35%	36,414 $2.98 Million
Q4 2023 Feb 13, 2024	BUY	$80.62 - $82.04 $437,121 - $444,820	5,422 Added 17.42%	36,541 $3 Million
Q3 2023 Nov 14, 2023	BUY	$80.71 - $81.38 $529,054 - $533,445	6,555 Added 26.69%	31,119 $2.52 Million
Q2 2023 Aug 14, 2023	BUY	$81.05 - $82.41 $1.13 Million - $1.15 Million	13,999 Added 132.5%	24,564 $1.99 Million
Q1 2023 May 08, 2023	BUY	$80.51 - $82.52 $298,128 - $305,571	3,703 Added 53.96%	10,565 $868,000
Q4 2022 Feb 07, 2023	BUY	$80.6 - $81.52 $396,874 - $401,404	4,924 Added 254.08%	6,862 $556,000
Q3 2022 Nov 15, 2022	BUY	$81.04 - $83.06 $109,566 - $112,297	1,352 Added 230.72%	1,938 $157,000
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $81 - $83	1 Added 0.17%	586 $48,000
Q1 2022 May 02, 2022	BUY	$83.25 - $85.49 $83 - $85	1 Added 0.17%	585 $49,000
Q3 2021 Nov 12, 2021	SELL	$86.09 - $86.31 $8,522 - $8,544	-99 Reduced 14.49%	584 $50,000
Q4 2020 Feb 04, 2021	SELL	$86.32 - $86.46 $26,586 - $26,629	-308 Reduced 31.08%	683 $59,000
Q3 2020 Nov 10, 2020	SELL	$86.46 - $86.63 $10,634 - $10,655	-123 Reduced 11.04%	991 $86,000
Q2 2020 Aug 06, 2020	BUY	$86.48 - $86.8 $172 - $173	2 Added 0.18%	1,114 $97,000
Q1 2020 Apr 30, 2020	BUY	$84.67 - $86.69 $5,757 - $5,894	68 Added 6.51%	1,112 $96,000
Q4 2019 Jan 31, 2020	BUY	$84.51 - $85.05 $14,028 - $14,118	166 Added 18.91%	1,044 $88,000
Q3 2019 Nov 13, 2019	BUY	$84.4 - $85.1 $337 - $340	4 Added 0.46%	878 $74,000
Q2 2019 Aug 07, 2019	BUY	$83.84 - $84.81 $419 - $424	5 Added 0.58%	874 $74,000
Q1 2019 May 09, 2019	BUY	$83.51 - $84.18 $334 - $336	4 Added 0.46%	869 $73,000
Q4 2018 Feb 08, 2019	BUY	$82.85 - $83.62 $71,665 - $72,331	865 New	865 $72,000

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Laurel Wealth Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History