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 5,051 shares of SHY stock, worth $413,070. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,051
Previous 4,621 9.31%
Holding current value
$413,070
Previous $377,000 11.14%
% of portfolio
0.19%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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