Pettinga Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Pettinga Financial Advisors, LLC

$416 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$81.05 - $82.41 $62,246 - $63,290	768 Added 3.75%	21,259 $1.72 Million
Q1 2023 Apr 20, 2023	BUY	$80.51 - $82.52 $1.65 Million - $1.69 Million	20,491 New	20,491 $1.68 Million
Q1 2020 May 11, 2020	SELL	$84.67 - $86.69 $523,937 - $536,437	-6,188 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$84.51 - $85.05 $47,410 - $47,713	-561 Reduced 8.31%	6,188 $524,000
Q3 2019 Oct 17, 2019	SELL	$84.4 - $85.1 $128,794 - $129,862	-1,526 Reduced 18.44%	6,749 $572,000
Q2 2019 Jul 31, 2019	BUY	$83.84 - $84.81 $17,271 - $17,470	206 Added 2.55%	8,275 $702,000
Q1 2019 May 13, 2019	BUY	$83.51 - $84.18 $182,803 - $184,270	2,189 Added 37.23%	8,069 $679,000
Q4 2018 Feb 01, 2019	BUY	$82.85 - $83.62 $487,157 - $491,685	5,880 New	5,880 $492,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pettinga Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pettinga Financial Advisors, LLC with notifications on news.