Occidental Asset Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Occidental Asset Management, LLC

  • $637 Million
  • Q4 2024

A detailed history of Occidental Asset Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Occidental Asset Management, LLC holds 6,512 shares of SHY stock, worth $535,872. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,512
Previous 3,140 107.39%
Holding current value
$535,872
Previous $261,000 104.21%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Jan 14, 2025
BUY
$81.68 - $82.93 $275,424 - $279,639
3,372 Added 107.39%
6,512 $533,000
Q3 2024

Oct 11, 2024
BUY
$81.31 - $83.29 $255,313 - $261,530
3,140 New
3,140 $261,000
Q4 2023

Jan 18, 2024
BUY
$80.62 - $82.04 $305,791 - $311,177
3,793 New
3,793 $311,000
Q2 2023

Jul 11, 2023
BUY
$81.05 - $82.41 $659,017 - $670,075
8,131 New
8,131 $659,000
Q4 2022

Jan 23, 2023
BUY
$80.6 - $81.52 $120,093 - $121,464
1,490 Added 12.6%
13,318 $0
Q3 2022

Nov 07, 2022
SELL
$81.04 - $83.06 $350,335 - $359,068
-4,323 Reduced 26.77%
11,828 $961,000
Q2 2022

Jul 18, 2022
BUY
$81.97 - $83.48 $1.32 Million - $1.35 Million
16,151 New
16,151 $1.34 Million
Q1 2022

May 04, 2022
SELL
$83.25 - $85.49 $1.13 Million - $1.16 Million
-13,589 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$85.5 - $86.18 $1.16 Million - $1.17 Million
13,589 New
13,589 $1.16 Million

Others Institutions Holding SHY

# of Institutions
1,232
Shares Held
232M
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
Track This Portfolio

Track Occidental Asset Management, LLC Portfolio

Follow Occidental Asset Management, LLC 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 Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email