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 5,974 shares of SHY stock, worth $490,106. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,974
Previous 5,278 13.19%
Holding current value
$490,106
Previous $430,000 15.35%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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