Roberts Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Roberts Wealth Advisors, LLC

$293 Million
Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 8,921 shares of SHY stock, worth $731,789. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,921

Previous 9,384 4.93%

Holding current value

$731,789

Previous $766,000 3.26%

% of portfolio

0.25%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$81.31 - $83.29 $37,646 - $38,563	-463 Reduced 4.93%	8,921 $741,000
Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $73,917 - $74,473	-912 Reduced 8.86%	9,384 $766,000
Q1 2024 Apr 17, 2024	SELL	$81.49 - $82.34 $38,218 - $38,617	-469 Reduced 4.36%	10,296 $842,000
Q4 2023 Jan 17, 2024	SELL	$80.62 - $82.04 $33,134 - $33,718	-411 Reduced 3.68%	10,765 $2.65 Million
Q3 2023 Oct 17, 2023	SELL	$80.71 - $81.38 $12,510 - $12,613	-155 Reduced 1.37%	11,176 $904,000
Q2 2023 Jul 12, 2023	SELL	$81.05 - $82.41 $6,078 - $6,180	-75 Reduced 0.66%	11,331 $918,000
Q1 2023 Apr 11, 2023	SELL	$80.51 - $82.52 $4,025 - $4,126	-50 Reduced 0.44%	11,406 $937,000
Q4 2022 Jan 10, 2023	SELL	$80.6 - $81.52 $428,872 - $433,767	-5,321 Reduced 31.72%	11,456 $0
Q3 2022 Oct 13, 2022	SELL	$81.04 - $83.06 $287,935 - $295,112	-3,553 Reduced 17.48%	16,777 $1.36 Million
Q2 2022 Jul 11, 2022	SELL	$81.97 - $83.48 $42,624 - $43,409	-520 Reduced 2.49%	20,330 $1.68 Million
Q1 2022 Apr 12, 2022	SELL	$83.25 - $85.49 $383,949 - $394,279	-4,612 Reduced 18.11%	20,850 $1.73 Million
Q4 2021 Jan 12, 2022	BUY	$85.5 - $86.18 $26,334 - $26,543	308 Added 1.22%	25,462 $2.18 Million
Q3 2021 Oct 12, 2021	BUY	$86.09 - $86.31 $2.17 Million - $2.17 Million	25,154 New	25,154 $2.17 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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Roberts Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History