Sage View Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 11,574 shares of SHY stock, worth $956,591. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,574

Previous 10,966 5.54%

Holding current value

$956,591

Previous $899 Million 6.5%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$81.83 - $82.73 $49,752 - $50,299	608 Added 5.54%	11,574 $958 Million
Q4 2024 Feb 13, 2025	BUY	$81.68 - $82.93 $503,638 - $511,346	6,166 Added 128.46%	10,966 $899 Million
Q3 2024 Nov 14, 2024	SELL	$81.31 - $83.29 $349,226 - $357,730	-4,295 Reduced 47.22%	4,800 $399 Million
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $737,149 - $742,697	9,095 New	9,095 $743 Million
Q4 2023 Feb 09, 2024	SELL	$80.62 - $82.04 $8.1 Million - $8.24 Million	-100,422 Reduced 93.12%	7,423 $610 Million
Q3 2023 Nov 02, 2023	SELL	$80.71 - $81.38 $235,108 - $237,059	-2,913 Reduced 2.63%	107,845 $8.73 Billion
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $119,062 - $121,060	-1,469 Reduced 1.31%	110,758 $8.98 Billion
Q1 2023 May 01, 2023	BUY	$80.51 - $82.52 $8.24 Million - $8.44 Million	102,327 Added 1033.61%	112,227 $9.22 Billion
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $797,940 - $807,048	9,900 New	9,900 $804 Million

Others Institutions Holding SHY

# of Institutions

1,319

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Sage View Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History