Lewis Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 2025

A detailed history of Lewis Asset Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lewis Asset Management, LLC holds 2,786 shares of SHY stock, worth $231,572. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,786
Previous 2,749 1.35%
Holding current value
$231,572
Previous $225 Million 2.26%
% of portfolio
0.19%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$81.83 - $82.73 $3,027 - $3,061
37 Added 1.35%
2,786 $230 Million
Q4 2024

Jan 23, 2025
BUY
$81.68 - $82.93 $18,786 - $19,073
230 Added 9.13%
2,749 $225 Million
Q3 2024

Oct 31, 2024
BUY
$81.31 - $83.29 $204,819 - $209,807
2,519 New
2,519 $209 Million

Others Institutions Holding SHY

# of Institutions
1,320
Shares Held
234M
Call Options Held
32.3K
Put Options Held
9.6K
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 Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, 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 Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email