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 $14,802. This represents 0.0% of its overall portfolio holdings.

Number of Shares

181

Holding current value

$14,802

% 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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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