Lutz Financial Services LLC Ishares Barclays 1 3 Year Trea Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$80.6 - $81.52 $228,500 - $231,109	-2,835 Reduced 51.04%	2,720 $220,000
Q3 2022 Oct 21, 2022	SELL	$81.04 - $83.06 $50,731 - $51,995	-626 Reduced 10.13%	5,555 $451,000
Q2 2022 Jul 20, 2022	BUY	$81.97 - $83.48 $506,656 - $515,989	6,181 New	6,181 $512,000
Q4 2020 Feb 12, 2021	SELL	$86.32 - $86.46 $230,474 - $230,848	-2,670 Closed	0 $0
Q3 2020 Nov 05, 2020	SELL	$86.46 - $86.63 $7,608 - $7,623	-88 Reduced 3.19%	2,670 $231,000
Q2 2020 Jul 28, 2020	SELL	$86.48 - $86.8 $32,775 - $32,897	-379 Reduced 12.08%	2,758 $239,000
Q1 2020 Apr 27, 2020	SELL	$84.67 - $86.69 $48,177 - $49,326	-569 Reduced 15.35%	3,137 $272,000
Q4 2019 Feb 03, 2020	SELL	$84.51 - $85.05 $21,634 - $21,772	-256 Reduced 6.46%	3,706 $314,000
Q3 2019 Oct 31, 2019	SELL	$84.4 - $85.1 $61,274 - $61,782	-726 Reduced 15.49%	3,962 $336,000
Q2 2019 Aug 13, 2019	BUY	$83.84 - $84.81 $503 - $508	6 Added 0.13%	4,688 $397,000
Q1 2019 May 06, 2019	SELL	$83.51 - $84.18 $20,042 - $20,203	-240 Reduced 4.88%	4,682 $394,000
Q4 2018 Feb 13, 2019	SELL	$82.85 - $83.62 $146,561 - $147,923	-1,769 Reduced 26.44%	4,922 $412,000
Q3 2018 Nov 13, 2018	BUY	$83.02 - $83.34 $8,883 - $8,917	107 Added 1.63%	6,691 $556,000
Q2 2018 Aug 15, 2018	SELL	$83.11 - $83.6 $57,927 - $58,269	-697 Reduced 9.57%	6,584 $549,000
Q1 2018 Apr 17, 2018	BUY	$83.38 - $83.82 $166 - $167	2 Added 0.03%	7,281 $608,000
Q4 2017 Apr 17, 2018	BUY	$83.78 - $84.55 $609,834 - $615,439	7,279	7,279 $610,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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