Merit Financial Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Merit Financial Group, LLC holds 9,461 shares of SHY stock, worth $780,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,461

Previous 12,268 22.88%

Holding current value

$780,343

Previous $1.02 Million 24.02%

% of portfolio

0.01%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$81.68 - $82.93 $229,275 - $232,784	-2,807 Reduced 22.88%	9,461 $775,000
Q3 2024 Oct 17, 2024	BUY	$81.31 - $83.29 $270,355 - $276,939	3,325 Added 37.18%	12,268 $1.02 Million
Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $1.55 Million - $1.56 Million	-19,153 Reduced 68.17%	8,943 $730,000
Q1 2024 May 06, 2024	SELL	$81.49 - $82.34 $1.82 Million - $1.84 Million	-22,350 Reduced 44.3%	28,096 $2.3 Million
Q4 2023 Feb 06, 2024	BUY	$80.62 - $82.04 $1.05 Million - $1.07 Million	12,988 Added 34.67%	50,446 $4.14 Million
Q3 2023 Nov 07, 2023	SELL	$80.71 - $81.38 $738,254 - $744,382	-9,147 Reduced 19.63%	37,458 $3.03 Million
Q2 2023 Aug 01, 2023	BUY	$81.05 - $82.41 $3.39 Million - $3.45 Million	41,838 Added 877.66%	46,605 $3.78 Million
Q1 2023 Apr 24, 2023	BUY	$80.51 - $82.52 $17,229 - $17,659	214 Added 4.7%	4,767 $391,000
Q4 2022 Jan 13, 2023	BUY	$80.6 - $81.52 $135,488 - $137,035	1,681 Added 58.53%	4,553 $0
Q3 2022 Oct 31, 2022	BUY	$81.04 - $83.06 $232,746 - $238,548	2,872 New	2,872 $233,000
Q2 2021 Aug 16, 2021	SELL	$86.11 - $86.32 $311,804 - $312,564	-3,621 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$86.32 - $86.46 $312,564 - $313,071	3,621 New	3,621 $313,000
Q4 2019 Jan 16, 2020	SELL	$84.51 - $85.05 $199,612 - $200,888	-2,362 Closed	0 $0
Q3 2019 Nov 25, 2019	SELL	$84.4 - $85.1 $20,678 - $20,849	-245 Reduced 9.4%	2,362 $200,000
Q2 2019 Aug 13, 2019	SELL	$83.84 - $84.81 $175,057 - $177,083	-2,088 Reduced 44.47%	2,607 $221,000
Q1 2019 May 16, 2019	SELL	$83.51 - $84.18 $122,342 - $123,323	-1,465 Reduced 23.78%	4,695 $394,000
Q4 2018 Feb 15, 2019	SELL	$82.85 - $83.62 $40,016 - $40,388	-483 Reduced 7.27%	6,160 $515,000
Q2 2018 Aug 07, 2018	SELL	$83.11 - $83.6 $39,726 - $39,960	-478 Reduced 6.71%	6,643 $553,000
Q1 2018 May 14, 2018	BUY	$83.38 - $83.82 $64,953 - $65,295	779 Added 12.28%	7,121 $595,000
Q4 2017 Feb 13, 2018	BUY	$83.78 - $84.55 $531,332 - $536,216	6,342	6,342 $531,000

Others Institutions Holding SHY

# of Institutions

1,290

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Merit Financial Group, LLC Ishares Barclays 1 3 Year Trea Transaction History