Navis Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,830 shares of SHY stock, worth $232,342. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,830
Previous 2,913 2.85%
Holding current value
$232,342
Previous $237,000 0.84%
% of portfolio
0.26%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$81.31 - $83.29 $6,748 - $6,913
-83 Reduced 2.85%
2,830 $235,000
Q2 2024

Aug 02, 2024
BUY
$81.05 - $81.66 $236,098 - $237,875
2,913 New
2,913 $237,000
Q1 2023

May 11, 2023
BUY
$80.51 - $82.52 $235,089 - $240,958
2,920 New
2,920 $239,000

Others Institutions Holding SHY

# of Institutions
1,212
Shares Held
233M
Call Options Held
466K
Put Options Held
196K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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