Signature Estate & Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$81.05 - $81.66 $55,114 - $55,528	680 Added 15.93%	4,948 $404,000
Q1 2024 May 10, 2024	SELL	$81.49 - $82.34 $7,904 - $7,986	-97 Reduced 2.22%	4,268 $349,000
Q4 2023 Jan 26, 2024	BUY	$80.62 - $82.04 $5,643 - $5,742	70 Added 1.63%	4,365 $358,000
Q2 2023 Jul 19, 2023	BUY	$81.05 - $82.41 $2,188 - $2,225	27 Added 0.63%	4,295 $348,000
Q3 2022 Oct 20, 2022	SELL	$81.04 - $83.06 $11,669 - $11,960	-144 Reduced 3.26%	4,268 $347,000
Q2 2022 Jul 13, 2022	SELL	$81.97 - $83.48 $347,798 - $354,205	-4,243 Reduced 49.02%	4,412 $365,000
Q1 2022 Apr 19, 2022	BUY	$83.25 - $85.49 $477,855 - $490,712	5,740 Added 196.91%	8,655 $721,000
Q4 2021 Jan 20, 2022	SELL	$85.5 - $86.18 $879,880 - $886,878	-10,291 Reduced 77.93%	2,915 $249,000
Q3 2021 Oct 12, 2021	SELL	$86.09 - $86.31 $213,761 - $214,307	-2,483 Reduced 15.83%	13,206 $1.14 Million
Q2 2021 Jul 16, 2021	BUY	$86.11 - $86.32 $506,326 - $507,561	5,880 Added 59.94%	15,689 $1.35 Million
Q1 2021 Apr 15, 2021	BUY	$86.21 - $86.4 $845,633 - $847,497	9,809 New	9,809 $846,000
Q4 2020 Jan 13, 2021	SELL	$86.32 - $86.46 $274,929 - $275,375	-3,185 Closed	0 $0
Q3 2020 Oct 13, 2020	SELL	$86.46 - $86.63 $37,264 - $37,337	-431 Reduced 11.92%	3,185 $276,000
Q2 2020 Jul 21, 2020	BUY	$86.48 - $86.8 $312,711 - $313,868	3,616 New	3,616 $313,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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