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

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 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 117,832 shares of SHY stock, worth $9.67 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
117,832
Previous 82,535 42.77%
Holding current value
$9.67 Million
Previous $6.74 Million 45.4%
% of portfolio
0.47%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,207
Shares Held
232M
Call Options Held
466K
Put Options Held
196K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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