Perennial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Perennial Advisors, LLC

$450 Million
Q4 2024

A detailed history of Perennial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Perennial Advisors, LLC holds 23,201 shares of SHY stock, worth $1.91 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

23,201

Previous 21,718 6.83%

Holding current value

$1.91 Million

Previous $1.77 Million 7.28%

% of portfolio

0.42%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 21, 2025	BUY	$81.68 - $82.93 $121,131 - $122,985	1,483 Added 6.83%	23,201 $1.9 Million
Q2 2024 Jul 23, 2024	BUY	$81.05 - $81.66 $74,890 - $75,453	924 Added 4.44%	21,718 $1.77 Million
Q1 2024 Apr 10, 2024	BUY	$81.49 - $82.34 $254,982 - $257,641	3,129 Added 17.71%	20,794 $1.7 Million
Q4 2023 Jan 25, 2024	BUY	$80.62 - $82.04 $68,123 - $69,323	845 Added 5.02%	17,665 $1.45 Million
Q3 2023 Oct 17, 2023	BUY	$80.71 - $81.38 $42,695 - $43,050	529 Added 3.25%	16,820 $1.36 Million
Q2 2023 Aug 01, 2023	BUY	$81.05 - $82.41 $36,715 - $37,331	453 Added 2.86%	16,291 $1.32 Million
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $230,822 - $236,584	2,867 Added 22.1%	15,838 $1.3 Million
Q4 2022 Jan 31, 2023	BUY	$80.6 - $81.52 $1.05 Million - $1.06 Million	12,971 New	12,971 $1.05 Million

Others Institutions Holding SHY

# of Institutions

1,289

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Perennial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History