Avaii Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Avaii Wealth Management, LLC

  • $171 Million
  • Q1 2025

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 4,908 shares of SHY stock, worth $406,038. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,908
Previous 5,211 5.81%
Holding current value
$406,038
Previous $427,000 4.92%
% of portfolio
0.24%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$81.83 - $82.73 $24,794 - $25,067
-303 Reduced 5.81%
4,908 $406,000
Q4 2024

Jan 21, 2025
BUY
$81.68 - $82.93 $16,499 - $16,751
202 Added 4.03%
5,211 $427,000
Q3 2024

Oct 16, 2024
SELL
$81.31 - $83.29 $74,642 - $76,460
-918 Reduced 15.49%
5,009 $416,000
Q2 2024

Jul 31, 2024
SELL
$81.05 - $81.66 $117,765 - $118,651
-1,453 Reduced 19.69%
5,927 $483,000
Q1 2024

Apr 29, 2024
SELL
$81.49 - $82.34 $335,331 - $338,829
-4,115 Reduced 35.8%
7,380 $603,000
Q4 2023

Feb 05, 2024
SELL
$80.62 - $82.04 $186,070 - $189,348
-2,308 Reduced 16.72%
11,495 $943,000
Q3 2023

Oct 24, 2023
SELL
$80.71 - $81.38 $50,363 - $50,781
-624 Reduced 4.33%
13,803 $1.12 Million
Q2 2023

Jul 31, 2023
SELL
$81.05 - $82.41 $421,216 - $428,284
-5,197 Reduced 26.48%
14,427 $1.17 Million
Q1 2023

Apr 10, 2023
BUY
$80.51 - $82.52 $428,152 - $438,841
5,318 Added 37.17%
19,624 $1.61 Million
Q4 2022

Jan 25, 2023
BUY
$80.6 - $81.52 $1.15 Million - $1.17 Million
14,306 New
14,306 $0

Others Institutions Holding SHY

# of Institutions
1,299
Shares Held
240M
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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