Pinnacle Wealth Management Group, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Pinnacle Wealth Management Group, Inc.

$135 Million
Q4 2024

A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 7,407 shares of SHY stock, worth $610,262. This represents 0.45% of its overall portfolio holdings.

Number of Shares

7,407

Previous 7,077 4.66%

Holding current value

$610,262

Previous $588,000 3.23%

% of portfolio

0.45%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$81.68 - $82.93 $26,954 - $27,366	330 Added 4.66%	7,407 $607,000
Q3 2024 Oct 10, 2024	SELL	$81.31 - $83.29 $6,911 - $7,079	-85 Reduced 1.19%	7,077 $588,000
Q2 2024 Jul 24, 2024	SELL	$81.05 - $81.66 $154,967 - $156,133	-1,912 Reduced 21.07%	7,162 $584,000
Q1 2024 Apr 24, 2024	SELL	$81.49 - $82.34 $107,892 - $109,018	-1,324 Reduced 12.73%	9,074 $742,000
Q4 2023 Jan 17, 2024	BUY	$80.62 - $82.04 $6,852 - $6,973	85 Added 0.82%	10,398 $853,000
Q3 2023 Oct 11, 2023	SELL	$80.71 - $81.38 $7.64 Million - $7.7 Million	-94,599 Reduced 90.17%	10,313 $835,000
Q2 2023 Jul 10, 2023	SELL	$81.05 - $82.41 $167,287 - $170,094	-2,064 Reduced 1.93%	104,912 $8.51 Million
Q1 2023 Apr 27, 2023	BUY	$80.51 - $82.52 $8.61 Million - $8.83 Million	106,976 New	106,976 $8.79 Million
Q4 2022 Jan 09, 2023	BUY	$80.6 - $81.52 $60,288 - $60,976	748 Added 0.74%	101,417 $8.23 Million
Q3 2022 Oct 07, 2022	BUY	$81.04 - $83.06 $4.84 Million - $4.96 Million	59,681 Added 145.61%	100,669 $8.18 Million
Q2 2022 Aug 02, 2022	BUY	$81.97 - $83.48 $3.36 Million - $3.42 Million	40,988 New	40,988 $3.39 Million
Q1 2022 Apr 21, 2022	SELL	$83.25 - $85.49 $2.85 Million - $2.93 Million	-34,282 Closed	0 $0
Q4 2021 Mar 15, 2022	SELL	$85.5 - $86.18 $171 - $172	-2 Reduced 0.01%	34,282 $2.93 Million
Q3 2021 Oct 28, 2021	BUY	$86.09 - $86.31 $157,286 - $157,688	1,827 Added 5.63%	34,284 $2.95 Million
Q2 2021 Aug 10, 2021	BUY	$86.11 - $86.32 $2.79 Million - $2.8 Million	32,457 New	32,457 $2.8 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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Pinnacle Wealth Management Group, Inc. Ishares Barclays 1 3 Year Trea Transaction History