Polaris Wealth Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 133,795 shares of SHY stock, worth $11 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

133,795

Holding current value

$11 Million

% of portfolio

0.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$80.71 - $81.38 $10.8 Million - $10.9 Million	133,795 New	133,795 $10.8 Million
Q1 2019 Apr 09, 2019	SELL	$83.51 - $84.18 $482,687 - $486,560	-5,780 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	$82.85 - $83.62 $59,403 - $59,955	-717 Reduced 11.04%	5,780 $483,000
Q3 2018 Oct 19, 2018	BUY	$83.02 - $83.34 $83,352 - $83,673	1,004 Added 18.28%	6,497 $540,000
Q2 2018 Jul 09, 2018	SELL	$83.11 - $83.6 $13,713 - $13,793	-165 Reduced 2.92%	5,493 $459,000
Q1 2018 Apr 09, 2018	SELL	$83.38 - $83.82 $181,017 - $181,973	-2,171 Reduced 27.73%	5,658 $473,000
Q4 2017 Feb 13, 2018	SELL	$83.78 - $84.55 $12.4 Million - $12.5 Million	-147,432 Reduced 94.96%	7,829 $656,000
Q3 2017 Nov 01, 2017	BUY	$84.45 - $84.47 $7.26 Million - $7.26 Million	85,962 Added 124.05%	155,261 $13.1 Million
Q2 2017 Aug 09, 2017	BUY	N/A	69,299	69,299 $5.86 Million

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
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Polaris Wealth Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History