Tru Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,474 shares of SHY stock, worth $284,972. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,474
Previous 4,773 27.22%
Holding current value
$284,972
Previous $389,000 25.96%
% of portfolio
0.02%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$81.31 - $83.29 $105,621 - $108,193
-1,299 Reduced 27.22%
3,474 $288,000
Q2 2024

Jul 16, 2024
SELL
$81.05 - $81.66 $213,890 - $215,500
-2,639 Reduced 35.6%
4,773 $389,000
Q1 2024

Apr 15, 2024
SELL
$81.49 - $82.34 $25,995 - $26,266
-319 Reduced 4.13%
7,412 $606,000
Q4 2023

Jan 10, 2024
SELL
$80.62 - $82.04 $3.32 Million - $3.37 Million
-41,119 Reduced 84.17%
7,731 $634,000
Q3 2023

Oct 10, 2023
SELL
$80.71 - $81.38 $42,534 - $42,887
-527 Reduced 1.07%
48,850 $3.96 Million
Q2 2023

Aug 04, 2023
BUY
$81.05 - $82.41 $305,558 - $310,685
3,770 Added 8.27%
49,377 $4 Million
Q1 2023

Apr 25, 2023
BUY
$80.51 - $82.52 $191,452 - $196,232
2,378 Added 5.5%
45,607 $3.75 Million
Q4 2022

Jan 27, 2023
BUY
$80.6 - $81.52 $349,884 - $353,878
4,341 Added 11.16%
43,229 $0
Q3 2022

Oct 24, 2022
BUY
$81.04 - $83.06 $3.15 Million - $3.23 Million
38,888 New
38,888 $3.16 Million
Q2 2022

Jul 22, 2022
SELL
$81.97 - $83.48 $282,058 - $287,254
-3,441 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$83.25 - $85.49 $81,501 - $83,694
-979 Reduced 22.15%
3,441 $287,000
Q4 2021

Jan 19, 2022
SELL
$85.5 - $86.18 $7,353 - $7,411
-86 Reduced 1.91%
4,420 $378,000
Q3 2021

Oct 29, 2021
BUY
$86.09 - $86.31 $138,518 - $138,872
1,609 Added 55.54%
4,506 $388,000
Q2 2021

Jul 29, 2021
BUY
$86.11 - $86.32 $249,460 - $250,069
2,897 New
2,897 $250,000
Q1 2021

May 10, 2021
SELL
$86.21 - $86.4 $284,751 - $285,379
-3,303 Closed
0 $0
Q4 2020

Jan 26, 2021
BUY
$86.32 - $86.46 $285,114 - $285,577
3,303 New
3,303 $285,000

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

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