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

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 181 shares of SHY stock, worth $14,847. This represents 0.0% of its overall portfolio holdings.

Number of Shares

181

Holding current value

$14,847

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$81.31 - $83.29 $14,717 - $15,075	181 New	181 $15,000
Q1 2024 May 09, 2024	BUY	$81.49 - $82.34 $20,291 - $20,502	249 Added 29.26%	1,100 $89,000
Q4 2023 Feb 05, 2024	BUY	$80.62 - $82.04 $68,607 - $69,816	851 New	851 $69,000
Q4 2022 Feb 09, 2023	BUY	$80.6 - $81.52 $13,298 - $13,450	165 New	165 $13,000
Q2 2020 Aug 10, 2020	SELL	$86.48 - $86.8 $6,918 - $6,944	-80 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$84.67 - $86.69 $6,773 - $6,935	80 New	80 $7,000
Q4 2019 Feb 14, 2020	SELL	$84.51 - $85.05 $172,400 - $173,502	-2,040 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$84.4 - $85.1 $172,176 - $173,604	2,040 New	2,040 $173,000
Q1 2019 May 13, 2019	SELL	$83.51 - $84.18 $45,011 - $45,373	-539 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	$82.85 - $83.62 $44,656 - $45,071	539 New	539 $45,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Account

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