Lokken Investment Group LLC Ishares Barclays 1 3 Year Trea Transaction History

Lokken Investment Group LLC

$216 Million
Q1 2025

A detailed history of Lokken Investment Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lokken Investment Group LLC holds 7,713 shares of SHY stock, worth $636,013. This represents 0.3% of its overall portfolio holdings.

Number of Shares

7,713

Previous 6,808 13.29%

Holding current value

$636,013

Previous $558,000 14.34%

% of portfolio

0.3%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$81.83 - $82.73 $74,056 - $74,870	905 Added 13.29%	7,713 $638,000
Q4 2024 Feb 12, 2025	BUY	$81.68 - $82.93 $143,511 - $145,708	1,757 Added 34.79%	6,808 $558,000
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $34,963 - $35,814	430 Added 9.31%	5,051 $419,000
Q2 2024 Aug 09, 2024	BUY	$81.05 - $81.66 $45,793 - $46,137	565 Added 13.93%	4,621 $377,000
Q1 2024 May 14, 2024	BUY	$81.49 - $82.34 $22,572 - $22,808	277 Added 7.33%	4,056 $331,000
Q4 2023 Feb 13, 2024	BUY	$80.62 - $82.04 $304,662 - $310,029	3,779 New	3,779 $310,000

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Lokken Investment Group LLC Ishares Barclays 1 3 Year Trea Transaction History