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

High Net Worth Advisory Group LLC

  • $345 Million
  • Q4 2024

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 $206,675. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,500
Previous 3,000 16.67%
Holding current value
$206,675
Previous $249,000 18.07%
% of portfolio
0.06%
Previous 0.07%

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
1,293
Shares Held
240M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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