U.S. Capital Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 4,981 shares of SHY stock, worth $408,940. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,981

Previous 5,111 2.54%

Holding current value

$408,940

Previous $417,000 0.72%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$81.31 - $83.29 $10,570 - $10,827	-130 Reduced 2.54%	4,981 $414,000
Q1 2024 May 10, 2024	SELL	$81.49 - $82.34 $11,245 - $11,362	-138 Reduced 2.63%	5,111 $417,000
Q4 2023 Feb 06, 2024	SELL	$80.62 - $82.04 $173,252 - $176,303	-2,149 Reduced 29.05%	5,249 $430,000
Q3 2023 Oct 19, 2023	SELL	$80.71 - $81.38 $452,379 - $456,134	-5,605 Reduced 43.11%	7,398 $599,000
Q2 2023 Aug 04, 2023	BUY	$81.05 - $82.41 $707,566 - $719,439	8,730 Added 204.31%	13,003 $1.05 Million
Q1 2023 May 11, 2023	BUY	$80.51 - $82.52 $322,281 - $330,327	4,003 Added 1482.59%	4,273 $351,000
Q4 2022 Feb 03, 2023	BUY	$80.6 - $81.52 $21,762 - $22,010	270 New	270 $21,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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U.S. Capital Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History