Sequoia Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 34,812 shares of SHY stock, worth $2.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

34,812

Previous 162,977 78.64%

Holding current value

$2.86 Million

Previous $13.3 Million 78.25%

% of portfolio

0.03%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$81.31 - $83.29 $10.4 Million - $10.7 Million	-128,165 Reduced 78.64%	34,812 $2.89 Million
Q2 2024 Jul 15, 2024	SELL	$81.05 - $81.66 $1.64 Million - $1.65 Million	-20,207 Reduced 11.03%	162,977 $13.3 Million
Q1 2024 Apr 30, 2024	BUY	$81.49 - $82.34 $11.4 Million - $11.5 Million	139,939 Added 323.6%	183,184 $15 Million
Q4 2023 Jan 25, 2024	BUY	$80.62 - $82.04 $2.58 Million - $2.62 Million	31,978 Added 283.82%	43,245 $3.55 Million
Q3 2023 Nov 08, 2023	SELL	$80.71 - $81.38 $6,456 - $6,510	-80 Reduced 0.71%	11,267 $912,000
Q2 2023 Aug 08, 2023	BUY	$81.05 - $82.41 $891 - $906	11 Added 0.1%	11,347 $920,000
Q1 2023 Apr 24, 2023	BUY	$80.51 - $82.52 $236,377 - $242,278	2,936 Added 34.95%	11,336 $931,000
Q4 2022 Feb 10, 2023	SELL	$80.6 - $81.52 $9,672 - $9,782	-120 Reduced 1.41%	8,400 $681,000
Q4 2022 Jan 17, 2023	BUY	$80.6 - $81.52 $191,747 - $193,936	2,379 Added 38.74%	8,520 $0
Q3 2022 Oct 26, 2022	SELL	$81.04 - $83.06 $160,216 - $164,209	-1,977 Reduced 24.35%	6,141 $499,000
Q2 2022 Jul 22, 2022	BUY	$81.97 - $83.48 $246,237 - $250,773	3,004 Added 58.74%	8,118 $672,000
Q1 2022 May 13, 2022	SELL	$83.25 - $85.49 $40,293 - $41,377	-484 Reduced 8.65%	5,114 $426,000
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $478,629 - $482,435	5,598 New	5,598 $479,000
Q3 2021 Oct 26, 2021	SELL	$86.09 - $86.31 $313,625 - $314,427	-3,643 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$86.11 - $86.32 $6,027 - $6,042	-70 Reduced 1.89%	3,643 $314,000
Q1 2021 May 14, 2021	BUY	$86.21 - $86.4 $8,879 - $8,899	103 Added 2.85%	3,713 $320,000
Q3 2020 Oct 23, 2020	BUY	$86.46 - $86.63 $312,120 - $312,734	3,610 New	3,610 $312,000

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

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Sequoia Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History