Investment Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Investment Advisory Group, LLC

$282 Million
Q3 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Investment Advisory Group, LLC holds 23,996 shares of SHY stock, worth $1.96 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

23,996

Previous 20,331 18.03%

Holding current value

$1.96 Million

Previous $1.66 Million 20.18%

% of portfolio

0.71%

Previous 0.65%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$81.31 - $83.29 $298,001 - $305,257	3,665 Added 18.03%	23,996 $2 Million
Q2 2024 Jul 31, 2024	SELL	$81.05 - $81.66 $22,856 - $23,028	-282 Reduced 1.37%	20,331 $1.66 Million
Q1 2024 Apr 29, 2024	BUY	$81.49 - $82.34 $52,968 - $53,521	650 Added 3.26%	20,613 $1.69 Million
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $25,717 - $26,170	-319 Reduced 1.57%	19,963 $1.64 Million
Q3 2023 Oct 16, 2023	BUY	$80.71 - $81.38 $12,106 - $12,207	150 Added 0.75%	20,282 $1.64 Million
Q2 2023 Jul 17, 2023	BUY	$81.05 - $82.41 $103,744 - $105,484	1,280 Added 6.79%	20,132 $1.63 Million
Q1 2023 May 02, 2023	BUY	$80.51 - $82.52 $97,658 - $100,096	1,213 Added 6.88%	18,852 $1.55 Million
Q4 2022 Jan 19, 2023	BUY	$80.6 - $81.52 $332,636 - $336,433	4,127 Added 30.54%	17,639 $0
Q3 2022 Oct 24, 2022	BUY	$81.04 - $83.06 $51,055 - $52,327	630 Added 4.89%	13,512 $1.1 Million
Q2 2022 Jul 18, 2022	BUY	$81.97 - $83.48 $253,123 - $257,786	3,088 Added 31.53%	12,882 $1.07 Million
Q1 2022 Apr 29, 2022	BUY	$83.25 - $85.49 $115,717 - $118,831	1,390 Added 16.54%	9,794 $819,000
Q4 2021 Feb 11, 2022	BUY	$85.5 - $86.18 $718,542 - $724,256	8,404 New	8,404 $708,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Investment Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History