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 $1.98 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
23,996
Previous 20,331 18.03%
Holding current value
$1.98 Million
Previous $1.66 Million 20.18%
% of portfolio
0.71%
Previous 0.65%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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