Mount Yale Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,671 shares of SHY stock, worth $465,192. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,671

Previous 7,333 22.66%

Holding current value

$465,192

Previous $598,000 21.24%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$81.31 - $83.29 $135,137 - $138,427	-1,662 Reduced 22.66%	5,671 $471,000
Q2 2024 Aug 13, 2024	BUY	$81.05 - $81.66 $130,166 - $131,145	1,606 Added 28.04%	7,333 $598,000
Q1 2024 May 15, 2024	BUY	$81.49 - $82.34 $1,385 - $1,399	17 Added 0.3%	5,727 $468,000
Q4 2023 Feb 12, 2024	BUY	$80.62 - $82.04 $71,348 - $72,605	885 Added 18.34%	5,710 $468,000
Q3 2023 Oct 11, 2023	SELL	$80.71 - $81.38 $78,692 - $79,345	-975 Reduced 16.81%	4,825 $390,000
Q2 2023 Aug 14, 2023	SELL	$81.05 - $82.41 $4,863 - $4,944	-60 Reduced 1.02%	5,800 $470,000
Q1 2023 May 11, 2023	SELL	$80.51 - $82.52 $970,226 - $994,448	-12,051 Reduced 67.28%	5,860 $481,000
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $1.16 Million - $1.18 Million	14,417 Added 412.62%	17,911 $1.45 Million
Q3 2022 Nov 07, 2022	SELL	$81.04 - $83.06 $12,723 - $13,040	-157 Reduced 4.3%	3,494 $284,000
Q2 2022 Aug 02, 2022	BUY	$81.97 - $83.48 $299,272 - $304,785	3,651 New	3,651 $302,000
Q1 2022 May 03, 2022	SELL	$83.25 - $85.49 $645,520 - $662,889	-7,754 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$85.5 - $86.18 $662,967 - $668,239	7,754 New	7,754 $663,000
Q3 2018 Nov 13, 2018	SELL	$83.02 - $83.34 $63,676 - $63,921	-767 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	$83.38 - $83.82 $63,952 - $64,289	767 New	767 $64,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History