Lifeworks Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 6,451 shares of SHY stock, worth $529,175. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,451
Previous 6,564 1.72%
Holding current value
$529,175
Previous $535,000 0.19%
% of portfolio
0.11%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$81.31 - $83.29 $9,188 - $9,411
-113 Reduced 1.72%
6,451 $536,000
Q2 2024

Aug 13, 2024
SELL
$81.05 - $81.66 $39,390 - $39,686
-486 Reduced 6.89%
6,564 $535,000
Q1 2024

May 10, 2024
SELL
$81.49 - $82.34 $138,695 - $140,142
-1,702 Reduced 19.45%
7,050 $576,000
Q4 2023

Feb 12, 2024
BUY
$80.62 - $82.04 $160,353 - $163,177
1,989 Added 29.41%
8,752 $718,000
Q3 2023

Nov 01, 2023
BUY
$80.71 - $81.38 $545,841 - $550,372
6,763 New
6,763 $547,000

Others Institutions Holding SHY

# of Institutions
1,206
Shares Held
232M
Call Options Held
362K
Put Options Held
186K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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