Acorn Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 19,448 shares of SHY stock, worth $1.6 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
19,448
Previous 20,779 6.41%
Holding current value
$1.6 Million
Previous $1.73 Million 7.7%
% of portfolio
0.71%
Previous 0.78%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$81.68 - $82.93 $108,716 - $110,379
-1,331 Reduced 6.41%
19,448 $1.59 Million
Q3 2024

Nov 13, 2024
BUY
$81.31 - $83.29 $12,359 - $12,660
152 Added 0.74%
20,779 $1.73 Million
Q2 2024

Jul 30, 2024
SELL
$81.05 - $81.66 $268,356 - $270,376
-3,311 Reduced 13.83%
20,627 $1.68 Million
Q1 2024

Apr 26, 2024
BUY
$81.49 - $82.34 $673,677 - $680,704
8,267 Added 52.75%
23,938 $1.96 Million
Q4 2023

Feb 07, 2024
BUY
$80.62 - $82.04 $392,135 - $399,042
4,864 Added 45.01%
15,671 $1.29 Million
Q3 2023

Nov 07, 2023
SELL
$80.71 - $81.38 $719,045 - $725,014
-8,909 Reduced 45.19%
10,807 $875,000
Q2 2023

Aug 02, 2023
SELL
$81.05 - $82.41 $33,635 - $34,200
-415 Reduced 2.06%
19,716 $1.6 Million
Q1 2023

May 09, 2023
BUY
$80.51 - $82.52 $1.62 Million - $1.66 Million
20,131 New
20,131 $1.65 Million
Q3 2018

Nov 13, 2018
SELL
$83.02 - $83.34 $143,458 - $144,011
-1,728 Closed
0 $0
Q2 2018

Aug 10, 2018
BUY
$83.11 - $83.6 $166 - $167
2 Added 0.12%
1,728 $144,000
Q1 2018

May 14, 2018
SELL
$83.38 - $83.82 $10,339 - $10,393
-124 Reduced 6.7%
1,726 $144,000
Q4 2017

Feb 14, 2018
BUY
$83.78 - $84.55 $154,993 - $156,417
1,850
1,850 $155,000

Others Institutions Holding SHY

# of Institutions
1,285
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
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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