Fiduciary Group LLC Ishares Barclays 1 3 Year Trea Transaction History

Fiduciary Group LLC

  • $918 Million
  • Q2 2024

A detailed history of Fiduciary Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Fiduciary Group LLC holds 486,761 shares of SHY stock, worth $40.1 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares
486,761
Previous 533,997 8.85%
Holding current value
$40.1 Million
Previous $43.7 Million 8.99%
% of portfolio
4.33%
Previous 4.8%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$81.05 - $81.66 $3.83 Million - $3.86 Million
-47,236 Reduced 8.85%
486,761 $39.7 Million
Q1 2024

May 13, 2024
BUY
$81.49 - $82.34 $990,510 - $1 Million
12,155 Added 2.33%
533,997 $43.7 Million
Q4 2023

Feb 05, 2024
BUY
$80.62 - $82.04 $789,431 - $803,335
9,792 Added 1.91%
521,842 $42.8 Million
Q3 2023

Nov 13, 2023
SELL
$80.71 - $81.38 $332,525 - $335,285
-4,120 Reduced 0.8%
512,050 $41.5 Million
Q2 2023

Jul 27, 2023
BUY
$81.05 - $82.41 $401,116 - $407,847
4,949 Added 0.97%
516,170 $41.9 Million
Q1 2023

May 15, 2023
SELL
$80.51 - $82.52 $3.11 Million - $3.19 Million
-38,652 Reduced 7.03%
511,221 $42 Million
Q1 2023

May 15, 2023
BUY
$80.51 - $82.52 $414,304 - $424,647
5,146 Added 1.01%
516,367 $42.4 Million
Q4 2022

Feb 07, 2023
BUY
$80.6 - $81.52 $12.4 Million - $12.6 Million
154,011 Added 38.91%
549,873 $44.6 Million
Q3 2022

Nov 14, 2022
BUY
$81.04 - $83.06 $5.45 Million - $5.59 Million
67,248 Added 20.46%
395,862 $32.2 Million
Q2 2022

Aug 12, 2022
BUY
$81.97 - $83.48 $9.28 Million - $9.46 Million
113,263 Added 52.59%
328,614 $27.2 Million
Q1 2022

May 13, 2022
BUY
$83.25 - $85.49 $17.9 Million - $18.4 Million
215,351 New
215,351 $17.9 Million

Others Institutions Holding SHY

# of Institutions
1,181
Shares Held
219M
Call Options Held
311K
Put Options Held
40.1K
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 Fiduciary Group LLC Portfolio

Follow Fiduciary Group 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 Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email