Life Guide Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Life Guide Financial Advisors, LLC

$232 Million
Q4 2024

A detailed history of Life Guide Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Life Guide Financial Advisors, LLC holds 28,499 shares of SHY stock, worth $2.35 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

28,499

Previous 24,820 14.82%

Holding current value

$2.35 Million

Previous $2.06 Million 13.23%

% of portfolio

1.01%

Previous 0.88%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$81.68 - $82.93 $300,500 - $305,099	3,679 Added 14.82%	28,499 $2.34 Million
Q3 2024 Oct 07, 2024	BUY	$81.31 - $83.29 $79,358 - $81,291	976 Added 4.09%	24,820 $2.06 Million
Q2 2024 Aug 01, 2024	BUY	$81.05 - $81.66 $55,195 - $55,610	681 Added 2.94%	23,844 $1.95 Million
Q1 2024 Apr 18, 2024	BUY	$81.49 - $82.34 $13,527 - $13,668	166 Added 0.72%	23,163 $1.89 Million
Q4 2023 Jan 22, 2024	SELL	$80.62 - $82.04 $63,931 - $65,057	-793 Reduced 3.33%	22,997 $1.89 Million
Q3 2023 Oct 25, 2023	BUY	$80.71 - $81.38 $319,127 - $321,776	3,954 Added 19.93%	23,790 $1.93 Million
Q2 2023 Jul 13, 2023	BUY	$81.05 - $82.41 $362,779 - $368,867	4,476 Added 29.14%	19,836 $1.61 Million
Q1 2023 Apr 20, 2023	SELL	$80.51 - $82.52 $58,047 - $59,496	-721 Reduced 4.48%	15,360 $1.26 Million
Q4 2022 Jun 13, 2023	BUY	$80.6 - $81.52 $58,112 - $58,775	721 Added 4.69%	16,081 $1.31 Million
Q4 2022 Jan 17, 2023	SELL	$80.6 - $81.52 $51,584 - $52,172	-640 Reduced 3.83%	16,081 $0
Q3 2022 Oct 18, 2022	SELL	$81.04 - $83.06 $27,229 - $27,908	-336 Reduced 1.97%	16,721 $1.36 Million
Q2 2022 Jul 12, 2022	SELL	$81.97 - $83.48 $294,600 - $300,027	-3,594 Reduced 17.4%	17,057 $1.41 Million
Q1 2022 Apr 29, 2022	BUY	$83.25 - $85.49 $41,042 - $42,146	493 Added 2.45%	20,651 $1.72 Million
Q4 2021 Feb 03, 2022	BUY	$85.5 - $86.18 $1.72 Million - $1.74 Million	20,158 New	20,158 $1.72 Million

Others Institutions Holding SHY

# of Institutions

1,292

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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Life Guide Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History