Montag A & Associates Inc Ishares Barclays 1 3 Year Trea Transaction History

Montag A & Associates Inc

  • $2.08 Billion
  • Q4 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Montag A & Associates Inc holds 184,124 shares of SHY stock, worth $15.2 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
184,124
Previous 117,832 56.26%
Holding current value
$15.2 Million
Previous $9.8 Million 54.07%
% of portfolio
0.73%
Previous 0.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$81.68 - $82.93 $5.41 Million - $5.5 Million
66,292 Added 56.26%
184,124 $15.1 Million
Q3 2024

Nov 05, 2024
BUY
$81.31 - $83.29 $2.87 Million - $2.94 Million
35,297 Added 42.77%
117,832 $9.8 Million
Q2 2024

Jul 31, 2024
BUY
$81.05 - $81.66 $2.1 Million - $2.12 Million
25,939 Added 45.83%
82,535 $6.74 Million
Q1 2024

May 07, 2024
BUY
$81.49 - $82.34 $3.19 Million - $3.22 Million
39,150 Added 224.41%
56,596 $4.63 Million
Q4 2023

Feb 07, 2024
BUY
$80.62 - $82.04 $7,820 - $7,957
97 Added 0.56%
17,446 $1.43 Million
Q3 2023

Nov 09, 2023
SELL
$80.71 - $81.38 $69,733 - $70,312
-864 Reduced 4.74%
17,349 $1.4 Million
Q2 2023

Aug 09, 2023
SELL
$81.05 - $82.41 $160,073 - $162,759
-1,975 Reduced 9.78%
18,213 $1.48 Million
Q1 2023

May 11, 2023
BUY
$80.51 - $82.52 $1.46 Million - $1.5 Million
18,142 Added 886.71%
20,188 $1.66 Million
Q4 2022

Feb 02, 2023
BUY
$80.6 - $81.52 $19,827 - $20,053
246 Added 13.67%
2,046 $166,000
Q3 2022

Nov 09, 2022
BUY
$81.04 - $83.06 $97,248 - $99,672
1,200 Added 200.0%
1,800 $146,000
Q4 2020

Feb 12, 2021
BUY
$86.32 - $86.46 $51,791 - $51,875
600 New
600 $52,000

Others Institutions Holding SHY

# of Institutions
1,298
Shares Held
240M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email