Lfa Lugano Financial Advisors Sa Ishares Barclays 1 3 Year Trea Transaction History

Lfa Lugano Financial Advisors Sa

$152 Million
Q4 2024

A detailed history of Lfa Lugano Financial Advisors Sa transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lfa Lugano Financial Advisors Sa holds 25,159 shares of SHY stock, worth $2.07 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

25,159

Previous 28,821 12.71%

Holding current value

$2.07 Million

Previous $2.4 Million 13.94%

% of portfolio

1.36%

Previous 1.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$81.68 - $82.93 $299,112 - $303,689	-3,662 Reduced 12.71%	25,159 $2.06 Million
Q3 2024 Nov 07, 2024	BUY	$81.31 - $83.29 $152,944 - $156,668	1,881 Added 6.98%	28,821 $2.4 Million
Q2 2024 Jul 30, 2024	SELL	$81.05 - $81.66 $237,800 - $239,590	-2,934 Reduced 9.82%	26,940 $2.2 Million
Q1 2024 May 03, 2024	SELL	$81.49 - $82.34 $14,016 - $14,162	-172 Reduced 0.57%	29,874 $2.44 Million
Q4 2023 Jan 22, 2024	SELL	$80.62 - $82.04 $1.1 Million - $1.12 Million	-13,605 Reduced 31.17%	30,046 $2.46 Million
Q3 2023 Oct 23, 2023	SELL	$80.71 - $81.38 $121,710 - $122,721	-1,508 Reduced 3.34%	43,651 $3.53 Million
Q2 2023 Aug 07, 2023	BUY	$81.05 - $82.41 $79,023 - $80,349	975 Added 2.21%	45,159 $3.66 Million
Q1 2023 May 09, 2023	BUY	$80.51 - $82.52 $230,339 - $236,089	2,861 Added 6.92%	44,184 $3.63 Million
Q4 2022 Feb 08, 2023	BUY	$80.6 - $81.52 $113,645 - $114,943	1,410 Added 3.53%	41,323 $3.35 Million
Q3 2022 Nov 08, 2022	SELL	$81.04 - $83.06 $541,671 - $555,173	-6,684 Reduced 14.34%	39,913 $3.24 Million
Q2 2022 Jul 29, 2022	BUY	$81.97 - $83.48 $300,583 - $306,121	3,667 Added 8.54%	46,597 $3.86 Million
Q1 2022 May 09, 2022	SELL	$83.25 - $85.49 $509,823 - $523,540	-6,124 Reduced 12.48%	42,930 $3.58 Million
Q4 2021 Jan 20, 2022	BUY	$85.5 - $86.18 $4.13 Million - $4.17 Million	48,350 Added 6867.9%	49,054 $4.2 Million
Q3 2021 Oct 26, 2021	BUY	$86.09 - $86.31 $60,607 - $60,762	704 New	704 $61,000

Others Institutions Holding SHY

# of Institutions

1,286

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Lfa Lugano Financial Advisors Sa Ishares Barclays 1 3 Year Trea Transaction History