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

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,968 shares of SHY stock, worth $243,524. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,968

Previous 4,652 36.2%

Holding current value

$243,524

Previous $379,000 35.09%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$81.31 - $83.29 $136,926 - $140,260	-1,684 Reduced 36.2%	2,968 $246,000
Q2 2024 Jul 24, 2024	BUY	$81.05 - $81.66 $124,735 - $125,674	1,539 Added 49.44%	4,652 $379,000
Q1 2024 May 10, 2024	SELL	$81.49 - $82.34 $309,010 - $312,233	-3,792 Reduced 54.92%	3,113 $254,000
Q4 2023 Jan 31, 2024	BUY	$80.62 - $82.04 $37,407 - $38,066	464 Added 7.2%	6,905 $566,000
Q3 2023 Nov 01, 2023	SELL	$80.71 - $81.38 $9,281 - $9,358	-115 Reduced 1.75%	6,441 $521,000
Q2 2023 Aug 02, 2023	SELL	$81.05 - $82.41 $16,372 - $16,646	-202 Reduced 2.99%	6,556 $531,000
Q1 2023 May 08, 2023	SELL	$80.51 - $82.52 $121,328 - $124,357	-1,507 Reduced 18.23%	6,758 $555,000
Q4 2022 Jan 25, 2023	BUY	$80.6 - $81.52 $666,159 - $673,762	8,265 New	8,265 $0

Others Institutions Holding SHY

# of Institutions

1,183

Shares Held

214M

Call Options Held

311K

Put Options Held

40.1K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Beaumont Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History