A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 150,504 shares of SHY stock, worth $12.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
150,504
Previous 94,814 58.74%
Holding current value
$12.3 Million
Previous $7.74 Million 61.66%
% of portfolio
0.07%
Previous 0.5%

Shares

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

Nov 14, 2024

BUY
$81.31 - $83.29 $4.53 Million - $4.64 Million
55,690 Added 58.74%
150,504 $12.5 Million
Q2 2024

Aug 14, 2024

BUY
$81.05 - $81.66 $1.62 Million - $1.63 Million
19,927 Added 26.61%
94,814 $7.74 Million
Q1 2024

May 15, 2024

SELL
$81.49 - $82.34 $931,349 - $941,063
-11,429 Reduced 13.24%
74,887 $6.12 Million
Q4 2023

Feb 14, 2024

SELL
$80.62 - $82.04 $69,494 - $70,718
-862 Reduced 0.99%
86,316 $7.08 Million
Q3 2023

Nov 14, 2023

BUY
$80.71 - $81.38 $41,888 - $42,236
519 Added 0.6%
87,178 $7.06 Million
Q2 2023

Aug 14, 2023

BUY
$81.05 - $82.41 $522,043 - $530,802
6,441 Added 8.03%
86,659 $7.03 Million
Q1 2023

May 15, 2023

BUY
$80.51 - $82.52 $301,429 - $308,954
3,744 Added 4.9%
80,218 $6.59 Million
Q4 2022

Feb 14, 2023

BUY
$80.6 - $81.52 $279,198 - $282,385
3,464 Added 4.74%
76,474 $6.21 Million
Q3 2022

Nov 14, 2022

BUY
$81.04 - $83.06 $278,048 - $284,978
3,431 Added 4.93%
73,010 $5.93 Million
Q2 2022

Aug 09, 2022

SELL
$81.97 - $83.48 $1.24 Million - $1.26 Million
-15,071 Reduced 17.8%
69,579 $5.76 Million
Q1 2022

May 12, 2022

BUY
$83.25 - $85.49 $147,019 - $150,975
1,766 Added 2.13%
84,650 $7.06 Million
Q4 2021

Feb 11, 2022

BUY
$85.5 - $86.18 $489,060 - $492,949
5,720 Added 7.41%
82,884 $6.98 Million
Q3 2021

Nov 12, 2021

BUY
$86.09 - $86.31 $106,148 - $106,420
1,233 Added 1.62%
77,164 $6.65 Million
Q2 2021

Aug 12, 2021

BUY
$86.11 - $86.32 $958,490 - $960,827
11,131 Added 17.18%
75,931 $6.54 Million
Q1 2021

May 17, 2021

BUY
$86.21 - $86.4 $368,116 - $368,928
4,270 Added 7.05%
64,800 $5.59 Million
Q4 2020

Feb 16, 2021

BUY
$86.32 - $86.46 $1.3 Million - $1.31 Million
15,113 Added 33.28%
60,530 $5.23 Million
Q3 2020

Nov 13, 2020

BUY
$86.46 - $86.63 $281,167 - $281,720
3,252 Added 7.71%
45,417 $3.93 Million
Q2 2020

Aug 14, 2020

BUY
$86.48 - $86.8 $614,786 - $617,061
7,109 Added 20.28%
42,165 $3.65 Million
Q1 2020

Apr 23, 2020

SELL
$84.67 - $86.69 $509,205 - $521,353
-6,014 Reduced 14.64%
35,056 $3.04 Million
Q4 2019

Feb 13, 2020

SELL
$84.51 - $85.05 $3.52 Million - $3.54 Million
-41,664 Reduced 50.36%
41,070 $3.48 Million
Q3 2019

Nov 12, 2019

BUY
$84.4 - $85.1 $420,143 - $423,627
4,978 Added 6.4%
82,734 $7.02 Million
Q2 2019

Aug 12, 2019

SELL
$83.84 - $84.81 $1.95 Million - $1.98 Million
-23,314 Reduced 23.07%
77,756 $6.61 Million
Q1 2019

May 14, 2019

BUY
$83.51 - $84.18 $728,541 - $734,386
8,724 Added 9.45%
101,070 $8.5 Million
Q4 2018

Feb 14, 2019

BUY
$82.85 - $83.62 $7.65 Million - $7.72 Million
92,346 New
92,346 $7.72 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
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More about SHY
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