Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 25,550 shares of SHY stock, worth $2.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

25,550

Previous 42,857 40.38%

Holding current value

$2.1 Million

Previous $3.5 Million 39.3%

% of portfolio

0.09%

Previous 0.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$81.31 - $83.29 $1.41 Million - $1.44 Million	-17,307 Reduced 40.38%	25,550 $2.12 Million
Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $2.71 Million - $2.73 Million	-33,461 Reduced 43.84%	42,857 $3.5 Million
Q1 2024 Apr 30, 2024	SELL	$81.49 - $82.34 $2.46 Million - $2.48 Million	-30,148 Reduced 28.32%	76,318 $6.24 Million
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $367,385 - $373,856	-4,557 Reduced 4.1%	106,466 $8.73 Million
Q3 2023 Oct 17, 2023	BUY	$80.71 - $81.38 $388,941 - $392,170	4,819 Added 4.54%	111,023 $8.99 Million
Q2 2023 Jul 19, 2023	BUY	$81.05 - $82.41 $182,605 - $185,669	2,253 Added 2.17%	106,204 $8.61 Million
Q1 2023 May 10, 2023	BUY	$80.51 - $82.52 $7.57 Million - $7.75 Million	93,968 Added 941.28%	103,951 $8.54 Million
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $170,227 - $172,170	-2,112 Reduced 17.46%	9,983 $810,000
Q3 2022 Oct 26, 2022	SELL	$81.04 - $83.06 $64,507 - $66,115	-796 Reduced 6.17%	12,095 $982,000
Q2 2022 Aug 10, 2022	SELL	$81.97 - $83.48 $34,345 - $34,978	-419 Reduced 3.15%	12,891 $1.07 Million
Q1 2022 May 13, 2022	SELL	$83.25 - $85.49 $12,820 - $13,165	-154 Reduced 1.14%	13,310 $1.11 Million
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $70,024 - $70,581	819 Added 6.48%	13,464 $1.15 Million
Q3 2021 Nov 02, 2021	SELL	$86.09 - $86.31 $70,765 - $70,946	-822 Reduced 6.1%	12,645 $1.09 Million
Q2 2021 Jul 27, 2021	SELL	$86.11 - $86.32 $73,365 - $73,544	-852 Reduced 5.95%	13,467 $1.16 Million
Q1 2021 May 11, 2021	SELL	$86.21 - $86.4 $161,816 - $162,172	-1,877 Reduced 11.59%	14,319 $1.23 Million
Q4 2020 Feb 09, 2021	SELL	$86.32 - $86.46 $43,160 - $43,230	-500 Reduced 2.99%	16,196 $1.4 Million
Q3 2020 Oct 20, 2020	SELL	$86.46 - $86.63 $27,061 - $27,115	-313 Reduced 1.84%	16,696 $1.44 Million
Q2 2020 Jul 02, 2020	SELL	$86.48 - $86.8 $66,589 - $66,836	-770 Reduced 4.33%	17,009 $1.47 Million
Q1 2020 Apr 01, 2020	SELL	$84.67 - $86.69 $259,767 - $265,964	-3,068 Reduced 14.72%	17,779 $1.54 Million
Q4 2019 Feb 11, 2020	SELL	$84.51 - $85.05 $28,141 - $28,321	-333 Reduced 1.57%	20,847 $1.76 Million
Q3 2019 Oct 09, 2019	SELL	$84.4 - $85.1 $82,712 - $83,398	-980 Reduced 4.42%	21,180 $1.8 Million
Q2 2019 Aug 14, 2019	SELL	$83.84 - $84.81 $25,990 - $26,291	-310 Reduced 1.38%	22,160 $1.88 Million
Q1 2019 May 08, 2019	SELL	$83.51 - $84.18 $53,863 - $54,296	-645 Reduced 2.79%	22,470 $1.89 Million
Q4 2018 Feb 13, 2019	SELL	$82.85 - $83.62 $226,594 - $228,700	-2,735 Reduced 10.58%	23,115 $1.93 Million
Q3 2018 Nov 14, 2018	SELL	$83.02 - $83.34 $32,875 - $33,002	-396 Reduced 1.51%	25,850 $2.15 Million
Q2 2018 Aug 16, 2018	SELL	$83.11 - $83.6 $51,528 - $51,832	-620 Reduced 2.31%	26,246 $2.19 Million
Q1 2018 May 15, 2018	SELL	$83.38 - $83.82 $86,131 - $86,586	-1,033 Reduced 3.7%	26,866 $2.25 Million
Q4 2017 Feb 08, 2018	SELL	$83.78 - $84.55 $80,847 - $81,590	-965 Reduced 3.34%	27,899 $2.34 Million
Q3 2017 Nov 08, 2017	BUY	$84.45 - $84.47 $2.44 Million - $2.44 Million	28,864	28,864 $2.44 Million

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

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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Barclays 1 3 Year Trea Transaction History