R Pg Family Wealth Advisory, LLC Ishares Barclays 1 3 Year Trea Transaction History

R Pg Family Wealth Advisory, LLC

$284 Million
Q3 2024

A detailed history of R Pg Family Wealth Advisory, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 12,671 shares of SHY stock, worth $1.04 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

12,671

Previous 12,671 -0.0%

Holding current value

$1.04 Million

Previous $1.05 Million -0.0%

% of portfolio

0.37%

Previous 0.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$81.31 - $83.29 $1.03 Million - $1.06 Million	12,671 New	12,671 $1.05 Million
Q1 2022 May 09, 2022	SELL	$83.25 - $85.49 $93,156 - $95,663	-1,119 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$86.11 - $86.32 $9,127 - $9,149	106 Added 10.46%	1,119 $96,000
Q4 2020 Feb 16, 2021	BUY	$86.32 - $86.46 $431 - $432	5 Added 0.5%	1,013 $87,000
Q3 2020 Nov 10, 2020	SELL	$86.46 - $86.63 $605 - $606	-7 Reduced 0.69%	1,008 $87,000
Q2 2020 Aug 10, 2020	SELL	$86.48 - $86.8 $4,064 - $4,079	-47 Reduced 4.43%	1,015 $87,000
Q1 2020 May 14, 2020	BUY	$84.67 - $86.69 $89,919 - $92,064	1,062 New	1,062 $92,000
Q2 2018 Aug 10, 2018	SELL	$83.11 - $83.6 $24,600 - $24,745	-296 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	$83.78 - $84.55 $61,997 - $62,567	-740 Reduced 71.43%	296 $0
Q3 2017 Nov 08, 2017	BUY	$84.45 - $84.47 $87,490 - $87,510	1,036	1,036 $0

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

Ticker SHY
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R Pg Family Wealth Advisory, LLC Ishares Barclays 1 3 Year Trea Transaction History