West Michigan Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, West Michigan Advisors, LLC holds 7,906 shares of SHY stock, worth $646,789. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,906
Previous 7,509 5.29%
Holding current value
$646,789
Previous $613,000 7.18%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Oct 23, 2024
BUY
$81.31 - $83.29 $32,280 - $33,066
397 Added 5.29%
7,906 $657,000
Q2 2024

Aug 05, 2024
BUY
$81.05 - $81.66 $4,133 - $4,164
51 Added 0.68%
7,509 $613,000
Q1 2024

May 14, 2024
SELL
$81.49 - $82.34 $201,198 - $203,297
-2,469 Reduced 24.87%
7,458 $609,000
Q4 2023

Feb 13, 2024
SELL
$80.62 - $82.04 $118,269 - $120,352
-1,467 Reduced 12.88%
9,927 $814,000
Q3 2023

Nov 13, 2023
BUY
$80.71 - $81.38 $279,498 - $281,818
3,463 Added 43.66%
11,394 $922,000
Q2 2023

Aug 15, 2023
SELL
$81.05 - $82.41 $71,972 - $73,180
-888 Reduced 10.07%
7,931 $643,000
Q1 2023

Apr 21, 2023
BUY
$80.51 - $82.52 $250,305 - $256,554
3,109 Added 54.45%
8,819 $724,000
Q4 2022

Feb 13, 2023
SELL
$80.6 - $81.52 $150,560 - $152,279
-1,868 Reduced 24.65%
5,710 $463,000
Q3 2022

Nov 14, 2022
BUY
$81.04 - $83.06 $236,393 - $242,286
2,917 Added 62.58%
7,578 $616,000
Q2 2022

Aug 15, 2022
BUY
$81.97 - $83.48 $382,062 - $389,100
4,661 New
4,661 $386,000

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

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track West Michigan Advisors, LLC Portfolio

Follow West Michigan Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email