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

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

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 1,806 shares of SHY stock, worth $150,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,806
Previous 1,826 1.1%
Holding current value
$150,078
Previous $151,000 1.32%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$82.38 - $83.0 $1,647 - $1,660
-20 Reduced 1.1%
1,806 $149,000
Q2 2025

Jul 18, 2025
SELL
$82.21 - $83.12 $10,440 - $10,556
-127 Reduced 6.5%
1,826 $151,000
Q1 2025

Apr 14, 2025
SELL
$81.83 - $82.73 $3,109 - $3,143
-38 Reduced 1.91%
1,953 $161,000
Q4 2024

Jan 28, 2025
BUY
$81.68 - $82.93 $2,042 - $2,073
25 Added 1.27%
1,991 $163,000
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
1,336
Shares Held
241M
Call Options Held
40.9K
Put Options Held
41.6K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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