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

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

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 $488,553. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,974

Previous 5,278 13.19%

Holding current value

$488,553

Previous $430,000 15.35%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

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