True Private Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, True Private Wealth Advisors holds 44,723 shares of SHY stock, worth $3.67 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

44,723

Previous 89,105 49.81%

Holding current value

$3.67 Million

Previous $7.28 Million 48.89%

% of portfolio

0.47%

Previous 0.85%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$81.31 - $83.29 $3.61 Million - $3.7 Million	-44,382 Reduced 49.81%	44,723 $3.72 Million
Q2 2024 Jul 16, 2024	SELL	$81.05 - $81.66 $1.62 Million - $1.63 Million	-20,009 Reduced 18.34%	89,105 $7.28 Million
Q1 2024 Apr 25, 2024	SELL	$81.49 - $82.34 $2.27 Million - $2.3 Million	-27,874 Reduced 20.35%	109,114 $8.92 Million
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $33 Million - $33.6 Million	-409,518 Reduced 74.93%	136,988 $11.2 Million
Q3 2023 Nov 13, 2023	SELL	$80.71 - $81.38 $19.7 Million - $19.9 Million	-244,533 Reduced 30.91%	546,506 $44.3 Million
Q2 2023 Aug 11, 2023	SELL	$81.05 - $82.41 $11.5 Million - $11.7 Million	-141,726 Reduced 15.19%	791,039 $64.1 Million
Q1 2023 May 11, 2023	SELL	$80.51 - $82.52 $52.4 Million - $53.7 Million	-650,756 Reduced 41.1%	932,765 $76.6 Million
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $27.1 Million - $27.4 Million	-335,692 Reduced 17.49%	1,583,521 $129 Million
Q3 2022 Nov 04, 2022	BUY	$81.04 - $83.06 $75.3 Million - $77.1 Million	928,712 Added 93.76%	1,919,213 $156 Million
Q2 2022 Jul 28, 2022	BUY	$81.97 - $83.48 $17.4 Million - $17.7 Million	212,580 Added 27.33%	990,501 $82 Million
Q1 2022 May 09, 2022	BUY	$83.25 - $85.49 $64 Million - $65.7 Million	768,503 Added 8159.94%	777,921 $64.6 Million
Q4 2021 Feb 11, 2022	SELL	$85.5 - $86.18 $102,600 - $103,416	-1,200 Reduced 11.3%	9,418 $805,000
Q2 2021 Aug 10, 2021	SELL	$86.11 - $86.32 $28,244 - $28,312	-328 Reduced 3.0%	10,618 $914,000
Q1 2021 May 12, 2021	SELL	$86.21 - $86.4 $387,686 - $388,540	-4,497 Reduced 29.12%	10,946 $944,000
Q4 2020 Jan 11, 2021	SELL	$86.32 - $86.46 $663,800 - $664,877	-7,690 Reduced 33.24%	15,443 $1.33 Million
Q3 2020 Oct 09, 2020	SELL	$86.46 - $86.63 $42.1 Million - $42.1 Million	-486,392 Reduced 95.46%	23,133 $2 Million
Q2 2020 Jul 07, 2020	SELL	$86.48 - $86.8 $979,299 - $982,923	-11,324 Reduced 2.17%	509,525 $44.1 Million
Q1 2020 Apr 20, 2020	SELL	$84.67 - $86.69 $46.6 Million - $47.7 Million	-550,663 Reduced 51.39%	520,849 $45.1 Million
Q4 2019 Jan 27, 2020	SELL	$84.51 - $85.05 $2.24 Million - $2.25 Million	-26,500 Reduced 2.41%	1,071,512 $90.7 Million
Q3 2019 Oct 09, 2019	SELL	$84.4 - $85.1 $328,062 - $330,783	-3,887 Reduced 0.35%	1,098,012 $93.1 Million
Q2 2019 Aug 01, 2019	SELL	$83.84 - $84.81 $16.2 Million - $16.3 Million	-192,770 Reduced 14.89%	1,101,899 $93.4 Million
Q1 2019 Apr 25, 2019	BUY	$83.51 - $84.18 $13.6 Million - $13.7 Million	162,658 Added 14.37%	1,294,669 $109 Million
Q4 2018 Jan 14, 2019	BUY	$82.85 - $83.62 $92.9 Million - $93.8 Million	1,121,685 Added 10862.73%	1,132,011 $94.7 Million
Q3 2018 Oct 18, 2018	SELL	$83.02 - $83.34 $3,486 - $3,500	-42 Reduced 0.41%	10,326 $0
Q2 2018 Jul 13, 2018	SELL	$83.11 - $83.6 $275,426 - $277,050	-3,314 Reduced 24.22%	10,368 $864,000
Q1 2018 Apr 25, 2018	SELL	$83.38 - $83.82 $521,208 - $523,958	-6,251 Reduced 31.36%	13,682 $1.14 Million
Q4 2017 Jan 19, 2018	SELL	$83.78 - $84.55 $2.24 Million - $2.26 Million	-26,734 Reduced 57.29%	19,933 $1.67 Million
Q3 2017 Oct 27, 2017	SELL	$84.45 - $84.47 $267,875 - $267,938	-3,172 Reduced 6.36%	46,667 $3.94 Million
Q2 2017 Aug 07, 2017	BUY	N/A	49,839	49,839 $4.21 Million

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
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

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

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account

True Private Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History