Oliver Lagore Vanvalin Investment Group Ishares Barclays 1 3 Year Trea Transaction History

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 31,181 shares of SHY stock, worth $2.58 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

31,181

Previous 79,029 60.54%

Holding current value

$2.58 Million

Previous $6.57 Million 61.1%

% of portfolio

0.69%

Previous 1.83%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 01, 2025	SELL	$81.68 - $82.93 $3.91 Million - $3.97 Million	-47,848 Reduced 60.54%	31,181 $2.56 Million
Q3 2024 Nov 04, 2024	BUY	$81.31 - $83.29 $6.42 Million - $6.58 Million	79,014 Added 526760.0%	79,029 $6.57 Million
Q2 2024 Aug 15, 2024	SELL	$81.05 - $81.66 $81 - $81	-1 Reduced 6.25%	15 $1,000
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $11,979 - $12,103	-147 Reduced 90.18%	16 $1,000
Q4 2023 Jan 31, 2024	SELL	$80.62 - $82.04 $28,620 - $29,124	-355 Reduced 68.53%	163 $13,000
Q3 2023 Nov 09, 2023	SELL	$80.71 - $81.38 $1.85 Million - $1.87 Million	-22,939 Reduced 97.79%	518 $41,000
Q2 2023 Aug 08, 2023	BUY	$81.05 - $82.41 $1.45 Million - $1.47 Million	17,878 Added 320.45%	23,457 $1.9 Million
Q1 2023 Jun 20, 2023	SELL	$80.51 - $82.52 $1.85 Million - $1.9 Million	-22,993 Reduced 80.47%	5,579 $458,000
Q4 2022 Mar 02, 2023	SELL	$80.6 - $81.52 $33.4 Million - $33.8 Million	-414,709 Reduced 93.55%	28,572 $2.32 Million
Q3 2022 Nov 15, 2022	BUY	$81.04 - $83.06 $14.7 Million - $15.1 Million	181,782 Added 69.52%	443,281 $36 Million
Q2 2022 Aug 16, 2022	BUY	$81.97 - $83.48 $21.4 Million - $21.8 Million	261,498 Added 0.0%	261,499 $21.6 Million
Q1 2022 Jun 17, 2022	BUY	$83.25 - $85.49 $83 - $85	1 New	1 $0

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Oliver Lagore Vanvalin Investment Group Ishares Barclays 1 3 Year Trea Transaction History