Plan Group Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History

Plan Group Financial, LLC

$187 Million
Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Plan Group Financial, LLC holds 18,257 shares of SHY stock, worth $1.5 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

18,257

Previous 17,085 6.86%

Holding current value

$1.5 Million

Previous $1.42 Million 5.35%

% of portfolio

0.8%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$81.68 - $82.93 $95,728 - $97,193	1,172 Added 6.86%	18,257 $1.5 Million
Q3 2024 Oct 22, 2024	BUY	$81.31 - $83.29 $412,323 - $422,363	5,071 Added 42.21%	17,085 $1.42 Million
Q2 2024 Aug 05, 2024	BUY	$81.05 - $81.66 $16,210 - $16,332	200 Added 1.69%	12,014 $980,000
Q1 2024 Apr 26, 2024	BUY	$81.49 - $82.34 $162,409 - $164,103	1,993 Added 20.29%	11,814 $966,000
Q4 2023 Jan 29, 2024	SELL	$80.62 - $82.04 $147,292 - $149,887	-1,827 Reduced 15.69%	9,821 $805,000
Q3 2023 Nov 13, 2023	BUY	$80.71 - $81.38 $940,110 - $947,914	11,648 New	11,648 $943,000
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $1.72 Million - $1.76 Million	21,042 New	21,042 $1.74 Million

Others Institutions Holding SHY

# of Institutions

1,232

Shares Held

232M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Plan Group Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History