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

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,713 shares of SHY stock, worth $632,697. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,713
Previous 6,390 20.7%
Holding current value
$632,697
Previous $521,000 23.03%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 10, 2024
BUY
$81.31 - $83.29 $107,573 - $110,192
1,323 Added 20.7%
7,713 $641,000
Q1 2024

Apr 25, 2024
SELL
$81.49 - $82.34 $20,698 - $20,914
-254 Reduced 3.82%
6,390 $522,000
Q1 2024

Apr 19, 2024
SELL
$81.49 - $82.34 $9,208 - $9,304
-113 Reduced 1.67%
6,644 $543,000
Q3 2023

Oct 19, 2023
SELL
$80.71 - $81.38 $15,738 - $15,869
-195 Reduced 2.8%
6,757 $547,000
Q1 2023

Apr 17, 2023
BUY
$80.51 - $82.52 $559,705 - $573,679
6,952 New
6,952 $571,000
Q2 2021

Jul 22, 2021
SELL
$86.11 - $86.32 $15,930 - $15,969
-185 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$86.21 - $86.4 $15,948 - $15,984
185 New
185 $16,000
Q4 2020

Feb 11, 2021
SELL
$86.32 - $86.46 $25,291 - $25,332
-293 Closed
0 $0
Q3 2020

Oct 28, 2020
SELL
$86.46 - $86.63 $72,626 - $72,769
-840 Reduced 74.14%
293 $25,000
Q2 2020

Jul 20, 2020
SELL
$86.48 - $86.8 $265,926 - $266,910
-3,075 Reduced 73.08%
1,133 $98,000
Q1 2020

Apr 13, 2020
BUY
$84.67 - $86.69 $153,083 - $156,735
1,808 Added 75.33%
4,208 $364,000
Q4 2019

Jan 24, 2020
SELL
$84.51 - $85.05 $25,353 - $25,515
-300 Reduced 11.11%
2,400 $203,000
Q3 2019

Oct 15, 2019
SELL
$84.4 - $85.1 $18,821 - $18,977
-223 Reduced 7.63%
2,700 $229,000
Q2 2019

Jul 10, 2019
BUY
$83.84 - $84.81 $43,848 - $44,355
523 Added 21.79%
2,923 $248,000
Q4 2018

Jan 30, 2019
BUY
$82.85 - $83.62 $198,840 - $200,688
2,400 New
2,400 $201,000

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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