Us Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Us Financial Advisors, LLC

$289 Million
Q1 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Us Financial Advisors, LLC holds 61,347 shares of SHY stock, worth $5.01 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

61,347

Previous 58,437 4.98%

Holding current value

$5.01 Million

Previous $4.79 Million 4.63%

% of portfolio

1.74%

Previous 1.79%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$81.49 - $82.34 $237,135 - $239,609	2,910 Added 4.98%	61,347 $5.02 Million
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $119,962 - $122,075	1,488 Added 2.61%	58,437 $4.79 Million
Q3 2023 Nov 09, 2023	SELL	$80.71 - $81.38 $2.64 Million - $2.67 Million	-32,764 Reduced 36.52%	56,949 $4.61 Million
Q2 2023 Aug 09, 2023	SELL	$81.05 - $82.41 $35,094 - $35,683	-433 Reduced 0.48%	89,713 $7.27 Million
Q1 2023 May 04, 2023	BUY	$80.51 - $82.52 $247,165 - $253,336	3,070 Added 3.53%	90,146 $7.41 Million

Q4 2022 Jan 26, 2023	SELL	$80.6 - $81.52 $125,091 - $126,519	-1,552 Reduced 1.75%	87,076 $0
Q3 2022 Oct 13, 2022	BUY	$81.22 - $83.06 $258,442 - $264,296	3,182 Added 3.72%	88,628 $7.2 Million
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $303,780 - $309,376	-3,706 Reduced 4.16%	85,446 $7.07 Million
Q1 2022 May 13, 2022	SELL	$83.25 - $85.49 $1.04 Million - $1.07 Million	-12,506 Reduced 12.3%	89,152 $7.43 Million
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $1,539 - $1,551	18 Added 0.02%	101,658 $8.7 Million
Q3 2021 Oct 26, 2021	BUY	$86.09 - $86.31 $2,324 - $2,330	27 Added 0.03%	101,640 $8.76 Million
Q2 2021 Aug 10, 2021	SELL	$86.11 - $86.32 $2.03 Million - $2.03 Million	-23,538 Reduced 18.81%	101,613 $8.76 Million
Q1 2021 Apr 30, 2021	SELL	$86.21 - $86.4 $258,543 - $259,113	-2,999 Reduced 2.34%	125,151 $10.8 Million
Q4 2020 Feb 18, 2021	BUY	$86.32 - $86.46 $11.1 Million - $11.1 Million	128,150 New	128,150 $11.1 Million

Others Institutions Holding SHY

# of Institutions

1,185

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Us Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History