Soa Wealth Advisors, Llc. Ishares Barclays 1 3 Year Trea Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,966 shares of SHY stock, worth $161,270. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,966

Previous 1,947 0.98%

Holding current value

$161,270

Previous $158,000 3.16%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$81.31 - $83.29 $1,544 - $1,582	19 Added 0.98%	1,966 $163,000
Q2 2024 Jul 17, 2024	BUY	$81.05 - $81.66 $1,539 - $1,551	19 Added 0.99%	1,947 $158,000
Q1 2024 Apr 10, 2024	BUY	$81.49 - $82.34 $896 - $905	11 Added 0.57%	1,928 $157,000
Q4 2023 Jan 10, 2024	SELL	$80.62 - $82.04 $9,835 - $10,008	-122 Reduced 5.98%	1,917 $157,000
Q3 2023 Oct 10, 2023	BUY	$80.71 - $81.38 $12,671 - $12,776	157 Added 8.34%	2,039 $165,000
Q2 2023 Jul 07, 2023	BUY	$81.05 - $82.41 $1,053 - $1,071	13 Added 0.7%	1,882 $152,000
Q1 2023 Apr 28, 2023	BUY	$80.51 - $82.52 $563 - $577	7 Added 0.38%	1,869 $153,000
Q4 2022 Jan 10, 2023	BUY	$80.6 - $81.52 $1,047 - $1,059	13 Added 0.7%	1,862 $0
Q3 2022 Oct 07, 2022	BUY	$81.04 - $83.06 $486 - $498	6 Added 0.33%	1,849 $150,000
Q2 2022 Jul 13, 2022	BUY	$81.97 - $83.48 $245 - $250	3 Added 0.16%	1,843 $152,000
Q1 2022 Apr 07, 2022	BUY	$83.25 - $85.49 $83 - $85	1 Added 0.05%	1,840 $153,000
Q4 2021 Jan 13, 2022	SELL	$85.5 - $86.18 $8,806 - $8,876	-103 Reduced 5.3%	1,839 $157,000
Q3 2021 Oct 12, 2021	BUY	$86.09 - $86.31 $86 - $86	1 Added 0.05%	1,942 $167,000
Q2 2021 Jul 14, 2021	BUY	$86.11 - $86.32 $86 - $86	1 Added 0.05%	1,941 $167,000
Q4 2020 Mar 10, 2021	BUY	$86.32 - $86.46 $167,460 - $167,732	1,940 New	1,940 $167,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Soa Wealth Advisors, Llc. Ishares Barclays 1 3 Year Trea Transaction History