Live Oak Private Wealth LLC Ishares Barclays 1 3 Year Trea Transaction History

Live Oak Private Wealth LLC

  • $570 Million
  • Q4 2024

A detailed history of Live Oak Private Wealth LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 6,531 shares of SHY stock, worth $536,129. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,531
Previous 6,618 1.31%
Holding current value
$536,129
Previous $550,000 2.73%
% of portfolio
0.09%
Previous 0.09%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$81.68 - $82.93 $7,106 - $7,214
-87 Reduced 1.31%
6,531 $535,000
Q3 2024

Oct 22, 2024
SELL
$81.31 - $83.29 $162 - $166
-2 Reduced 0.03%
6,618 $550,000
Q2 2024

Jul 17, 2024
BUY
$81.05 - $81.66 $6,970 - $7,022
86 Added 1.32%
6,620 $540,000
Q1 2024

Apr 23, 2024
BUY
$81.49 - $82.34 $118,893 - $120,134
1,459 Added 28.75%
6,534 $534,000
Q4 2023

Jan 29, 2024
BUY
$80.62 - $82.04 $6,127 - $6,235
76 Added 1.52%
5,075 $416,000
Q3 2023

Oct 23, 2023
BUY
$80.71 - $81.38 $36,723 - $37,027
455 Added 10.01%
4,999 $404,000
Q2 2023

Aug 07, 2023
BUY
$81.05 - $82.41 $143,134 - $145,536
1,766 Added 63.57%
4,544 $368,000
Q1 2023

May 08, 2023
SELL
$80.51 - $82.52 $2.13 Million - $2.19 Million
-26,489 Reduced 90.51%
2,778 $228,000
Q4 2022

Feb 10, 2023
SELL
$80.6 - $81.52 $994,200 - $1.01 Million
-12,335 Reduced 29.65%
29,267 $2.38 Million
Q3 2022

Oct 25, 2022
SELL
$81.04 - $83.06 $605,692 - $620,790
-7,474 Reduced 15.23%
41,602 $3.38 Million
Q2 2022

Jul 27, 2022
SELL
$81.97 - $83.48 $83,855 - $85,400
-1,023 Reduced 2.04%
49,076 $4.06 Million
Q1 2022

Apr 21, 2022
SELL
$83.25 - $85.49 $12,237 - $12,567
-147 Reduced 0.29%
50,099 $4.18 Million
Q4 2021

Feb 08, 2022
SELL
$85.5 - $86.18 $79,857 - $80,492
-934 Reduced 1.82%
50,246 $4.3 Million
Q3 2021

Oct 29, 2021
BUY
$86.09 - $86.31 $688 - $690
8 Added 0.02%
51,180 $4.41 Million
Q2 2021

Aug 02, 2021
BUY
$86.11 - $86.32 $272,279 - $272,943
3,162 Added 6.59%
51,172 $4.41 Million
Q1 2021

May 11, 2021
BUY
$86.21 - $86.4 $507,518 - $508,636
5,887 Added 13.98%
48,010 $4.14 Million
Q4 2020

Jan 26, 2021
SELL
$86.32 - $86.46 $35,218 - $35,275
-408 Reduced 0.96%
42,123 $3.64 Million
Q3 2020

Nov 09, 2020
SELL
$86.46 - $86.63 $197,906 - $198,296
-2,289 Reduced 5.11%
42,531 $3.68 Million
Q2 2020

Aug 03, 2020
BUY
$86.48 - $86.8 $3.88 Million - $3.89 Million
44,820 New
44,820 $3.88 Million

Others Institutions Holding SHY

# of Institutions
1,280
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
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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