W.G. Shaheen & Associates Dba Whitney & CO Ishares Barclays 1 3 Year Trea Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$80.62 - $82.04 $1.14 Million - $1.16 Million	-14,110 Reduced 83.03%	2,884 $236,000
Q3 2023 Nov 08, 2023	SELL	$80.71 - $81.38 $173,930 - $175,373	-2,155 Reduced 11.25%	16,994 $1.38 Million
Q2 2023 Aug 14, 2023	SELL	$81.05 - $82.41 $222,644 - $226,380	-2,747 Reduced 12.55%	19,149 $1.55 Million
Q1 2023 May 03, 2023	SELL	$80.51 - $82.52 $524,683 - $537,782	-6,517 Reduced 22.94%	21,896 $1.8 Million
Q4 2022 Feb 03, 2023	BUY	$80.6 - $81.52 $238,817 - $241,543	2,963 Added 11.64%	28,413 $2.31 Million
Q3 2022 Nov 09, 2022	BUY	$81.04 - $83.06 $2.06 Million - $2.11 Million	25,450 New	25,450 $2.07 Million
Q4 2018 Feb 07, 2019	SELL	$82.85 - $83.62 $15,244 - $15,386	-184 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$83.02 - $83.34 $166 - $166	2 Added 1.1%	184 $15,000
Q2 2018 Aug 14, 2018	BUY	$83.11 - $83.6 $15,126 - $15,215	182 New	182 $15,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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