Berger Financial Group, Inc Ishares Barclays 1 3 Year Trea Transaction History

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,200 shares of SHY stock, worth $591,048. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,200
Previous 6,319 13.94%
Holding current value
$591,048
Previous $525,000 12.38%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Feb 14, 2025
BUY
$81.68 - $82.93 $71,960 - $73,061
881 Added 13.94%
7,200 $590,000
Q3 2024

Nov 12, 2024
SELL
$81.31 - $83.29 $2,520 - $2,581
-31 Reduced 0.49%
6,319 $525,000
Q2 2024

Aug 14, 2024
SELL
$81.05 - $81.66 $42,227 - $42,544
-521 Reduced 7.58%
6,350 $518,000
Q1 2024

Apr 16, 2024
SELL
$81.49 - $82.34 $6,519 - $6,587
-80 Reduced 1.15%
6,871 $561,000
Q4 2023

Feb 07, 2024
BUY
$80.62 - $82.04 $1,209 - $1,230
15 Added 0.22%
6,951 $570,000
Q3 2023

Nov 03, 2023
BUY
$80.71 - $81.38 $85,471 - $86,181
1,059 Added 18.02%
6,936 $561,000
Q2 2023

Aug 10, 2023
BUY
$81.05 - $82.41 $476,330 - $484,323
5,877 New
5,877 $476,000

Others Institutions Holding SHY

# of Institutions
1,283
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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