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

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,166 shares of SHY stock, worth $591,266. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,166

Previous 5,248 36.55%

Holding current value

$591,266

Previous $430,000 37.67%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$81.83 - $82.73 $156,949 - $158,676	1,918 Added 36.55%	7,166 $592,000
Q4 2024 Jan 15, 2025	SELL	$81.68 - $82.93 $59,299 - $60,207	-726 Reduced 12.15%	5,248 $430,000
Q3 2024 Oct 17, 2024	BUY	$81.31 - $83.29 $56,591 - $57,969	696 Added 13.19%	5,974 $496,000
Q2 2024 Jul 12, 2024	SELL	$81.05 - $81.66 $52,115 - $52,507	-643 Reduced 10.86%	5,278 $430,000
Q1 2024 May 13, 2024	SELL	$81.49 - $82.34 $14,912 - $15,068	-183 Reduced 3.0%	5,921 $484,000
Q4 2023 Feb 14, 2024	BUY	$80.62 - $82.04 $40,954 - $41,676	508 Added 9.08%	6,104 $500,000
Q3 2023 Nov 07, 2023	SELL	$80.71 - $81.38 $13,317 - $13,427	-165 Reduced 2.86%	5,596 $453,000
Q2 2023 Aug 10, 2023	BUY	$81.05 - $82.41 $80,239 - $81,585	990 Added 20.75%	5,761 $467,000
Q1 2023 May 05, 2023	SELL	$80.51 - $82.52 $5,635 - $5,776	-70 Reduced 1.45%	4,771 $391,000
Q4 2022 Feb 06, 2023	SELL	$80.6 - $81.52 $56,178 - $56,819	-697 Reduced 12.59%	4,841 $392,000
Q3 2022 Nov 08, 2022	SELL	$81.04 - $83.06 $139,145 - $142,614	-1,717 Reduced 23.67%	5,538 $450,000
Q2 2022 Aug 11, 2022	BUY	$81.97 - $83.48 $64,182 - $65,364	783 Added 12.1%	7,255 $601,000
Q1 2022 Apr 20, 2022	SELL	$83.25 - $85.49 $90,742 - $93,184	-1,090 Reduced 14.41%	6,472 $539,000
Q4 2021 Feb 07, 2022	SELL	$85.5 - $86.18 $137,227 - $138,318	-1,605 Reduced 17.51%	7,562 $647,000
Q3 2021 Dec 10, 2021	BUY	$86.09 - $86.31 $203,172 - $203,691	2,360 Added 34.67%	9,167 $790,000
Q2 2021 Aug 12, 2021	SELL	$86.11 - $86.32 $170,411 - $170,827	-1,979 Reduced 22.52%	6,807 $586,000
Q1 2021 May 14, 2021	SELL	$86.21 - $86.4 $256,216 - $256,780	-2,972 Reduced 25.28%	8,786 $758,000
Q4 2020 Feb 16, 2021	BUY	$86.32 - $86.46 $1.01 Million - $1.02 Million	11,758 New	11,758 $1.02 Million

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Sax Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History