United Asset Strategies, Inc. Ishares Barclays 1 3 Year Trea Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, United Asset Strategies, Inc. holds 8,647 shares of SHY stock, worth $711,129. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,647

Previous 8,935 3.22%

Holding current value

$711,129

Previous $742,000 4.58%

% of portfolio

0.07%

Previous 0.07%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$81.68 - $82.93 $23,523 - $23,883	-288 Reduced 3.22%	8,647 $708,000
Q3 2024 Oct 28, 2024	SELL	$81.31 - $83.29 $11,546 - $11,827	-142 Reduced 1.56%	8,935 $742,000
Q2 2024 Aug 01, 2024	SELL	$81.05 - $81.66 $27,313 - $27,519	-337 Reduced 3.58%	9,077 $741,000
Q1 2024 Apr 23, 2024	SELL	$81.49 - $82.34 $9,452 - $9,551	-116 Reduced 1.22%	9,414 $769,000
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $289,022 - $294,113	-3,585 Reduced 27.34%	9,530 $781,000
Q3 2023 Nov 07, 2023	BUY	$80.71 - $81.38 $30,831 - $31,087	382 Added 3.0%	13,115 $1.06 Million
Q2 2023 Jul 25, 2023	BUY	$81.05 - $82.41 $85,507 - $86,942	1,055 Added 9.03%	12,733 $1.03 Million
Q1 2023 Jul 25, 2023	SELL	$80.51 - $82.52 $82,442 - $84,500	-1,024 Reduced 8.06%	11,678 $959,000
Q1 2023 Apr 25, 2023	SELL	$80.51 - $82.52 $29,386 - $30,119	-365 Reduced 2.79%	12,702 $1.04 Million
Q4 2022 Jan 26, 2023	SELL	$80.6 - $81.52 $119,126 - $120,486	-1,478 Reduced 10.16%	13,067 $0
Q3 2022 Oct 24, 2022	SELL	$81.04 - $83.06 $233,314 - $239,129	-2,879 Reduced 16.52%	14,545 $1.18 Million
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $164,513 - $167,544	-2,007 Reduced 10.33%	17,424 $1.44 Million
Q1 2022 Apr 29, 2022	SELL	$83.25 - $85.49 $13,153 - $13,507	-158 Reduced 0.81%	19,431 $1.62 Million
Q4 2021 Jan 31, 2022	BUY	$85.5 - $86.18 $1.67 Million - $1.69 Million	19,589 New	19,589 $1.68 Million
Q3 2021 Oct 21, 2021	SELL	$86.09 - $86.31 $327,916 - $328,754	-3,809 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$86.11 - $86.32 $135,020 - $135,349	-1,568 Reduced 29.16%	3,809 $328,000
Q1 2021 Apr 27, 2021	SELL	$86.21 - $86.4 $497,776 - $498,873	-5,774 Reduced 51.78%	5,377 $464,000
Q4 2020 Feb 05, 2021	BUY	$86.32 - $86.46 $535,960 - $536,830	6,209 Added 125.64%	11,151 $963,000
Q3 2020 Nov 03, 2020	SELL	$86.46 - $86.63 $518,759 - $519,780	-6,000 Reduced 54.83%	4,942 $428,000
Q2 2020 Aug 03, 2020	SELL	$86.48 - $86.8 $17,987 - $18,054	-208 Reduced 1.87%	10,942 $948,000
Q1 2020 May 08, 2020	BUY	$84.67 - $86.69 $944,070 - $966,593	11,150 New	11,150 $966,000
Q3 2019 Nov 01, 2019	SELL	$84.4 - $85.1 $233,619 - $235,556	-2,768 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	$83.84 - $84.81 $3,437 - $3,477	-41 Reduced 1.46%	2,768 $235,000
Q1 2019 May 02, 2019	BUY	$83.51 - $84.18 $234,579 - $236,461	2,809 New	2,809 $236,000
Q3 2018 Nov 07, 2018	SELL	$83.02 - $83.34 $213,029 - $213,850	-2,566 Closed	0 $0
Q2 2018 Aug 07, 2018	SELL	$83.11 - $83.6 $133,640 - $134,428	-1,608 Reduced 38.52%	2,566 $214,000
Q1 2018 May 14, 2018	SELL	$83.38 - $83.82 $19,094 - $19,194	-229 Reduced 5.2%	4,174 $349,000
Q4 2017 Feb 09, 2018	BUY	$83.78 - $84.55 $20,190 - $20,376	241 Added 5.79%	4,403 $369,000
Q3 2017 Nov 02, 2017	BUY	$84.45 - $84.47 $351,480 - $351,564	4,162	4,162 $351,000

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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United Asset Strategies, Inc. Ishares Barclays 1 3 Year Trea Transaction History