Lowe Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,018 shares of SHY stock, worth $83,577. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,018

Previous 1,035 1.64%

Holding current value

$83,577

Previous $84,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	SELL	$81.31 - $83.29 $1,382 - $1,415	-17 Reduced 1.64%	1,018 $84,000
Q2 2024 Jul 09, 2024	SELL	$81.05 - $81.66 $2,836 - $2,858	-35 Reduced 3.27%	1,035 $84,000
Q1 2024 Apr 08, 2024	SELL	$81.49 - $82.34 $22,817 - $23,055	-280 Reduced 20.74%	1,070 $87,000
Q4 2022 Jan 17, 2023	BUY	$80.6 - $81.52 $80,600 - $81,520	1,000 Added 285.71%	1,350 $0
Q3 2022 Oct 06, 2022	BUY	$81.04 - $83.06 $28,364 - $29,071	350 New	350 $28,000
Q2 2020 Jul 08, 2020	SELL	$86.48 - $86.8 $54,050 - $54,250	-625 Closed	0 $0
Q2 2019 Jul 10, 2019	BUY	$83.84 - $84.81 $41,920 - $42,405	500 Added 400.0%	625 $53,000
Q1 2019 Apr 08, 2019	BUY	$83.51 - $84.18 $10,438 - $10,522	125 New	125 $10,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Account

Lowe Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History