Moneta Group Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,908 shares of SHY stock, worth $237,816. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,908

Previous 5,412 46.27%

Holding current value

$237,816

Previous $441,000 45.35%

% of portfolio

0.0%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $203,600 - $208,558	-2,504 Reduced 46.27%	2,908 $241,000
Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $168,097 - $169,362	-2,074 Reduced 27.71%	5,412 $441,000
Q1 2024 Aug 13, 2024	SELL	$81.49 - $82.34 $32,188 - $32,524	-395 Reduced 5.01%	7,486 $612,000
Q4 2023 Feb 15, 2024	BUY	$80.62 - $82.04 $197,922 - $201,408	2,455 Added 45.25%	7,881 $646,000
Q3 2023 Nov 15, 2023	SELL	$80.71 - $81.38 $16,545 - $16,682	-205 Reduced 3.64%	5,426 $439,000
Q2 2023 Aug 15, 2023	SELL	$81.05 - $82.41 $50,413 - $51,259	-622 Reduced 9.95%	5,631 $456,000
Q1 2023 May 15, 2023	BUY	$80.51 - $82.52 $503,429 - $515,997	6,253 New	6,253 $513,000
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $3,808 - $3,903	47 Added 1.54%	3,103 $252,000
Q2 2022 Aug 15, 2022	BUY	$81.97 - $83.48 $8,606 - $8,765	105 Added 3.56%	3,056 $253,000
Q1 2022 May 11, 2022	SELL	$83.25 - $85.49 $44,372 - $45,566	-533 Reduced 15.3%	2,951 $246,000
Q4 2021 Feb 11, 2022	SELL	$85.5 - $86.18 $8,806 - $8,876	-103 Reduced 2.87%	3,484 $298,000
Q3 2021 Nov 12, 2021	SELL	$86.09 - $86.31 $90,911 - $91,143	-1,056 Reduced 22.74%	3,587 $309,000
Q2 2021 Aug 13, 2021	BUY	$86.11 - $86.32 $134,245 - $134,572	1,559 Added 50.55%	4,643 $400,000
Q1 2021 May 14, 2021	BUY	$86.21 - $86.4 $265,871 - $266,457	3,084 New	3,084 $266,000
Q1 2020 May 13, 2020	SELL	$84.67 - $86.69 $214,130 - $219,239	-2,529 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$84.51 - $85.05 $266,544 - $268,247	-3,154 Reduced 55.5%	2,529 $214,000
Q3 2019 Nov 12, 2019	BUY	$84.4 - $85.1 $460,739 - $464,560	5,459 Added 2437.05%	5,683 $482,000
Q2 2018 Aug 15, 2018	SELL	$83.11 - $83.6 $33,160 - $33,356	-399 Reduced 64.04%	224 $19,000
Q2 2018 Aug 14, 2018	BUY	$83.11 - $83.6 $51,777 - $52,082	623 New	623 $52,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Moneta Group Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History