High Net Worth Advisory Group LLC Ishares Barclays 1 3 Year Trea Transaction History

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 2,500 shares of SHY stock, worth $206,875. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$206,875
Previous $204,000 0.98%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 21, 2025
SELL
$81.68 - $82.93 $40,840 - $41,465
-500 Reduced 16.67%
2,500 $204,000
Q4 2023

Jan 08, 2024
SELL
$80.62 - $82.04 $23,702 - $24,119
-294 Reduced 8.93%
3,000 $246,000
Q2 2023

Jul 07, 2023
BUY
$81.05 - $82.41 $266,978 - $271,458
3,294 New
3,294 $267,000

Others Institutions Holding SHY

# of Institutions
1,297
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
Track This Portfolio

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory 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 High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email