Lokken Investment Group LLC Ishares Barclays 1 3 Year Trea Transaction History

Lokken Investment Group LLC

  • $213 Million
  • Q4 2024

A detailed history of Lokken Investment Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lokken Investment Group LLC holds 6,808 shares of SHY stock, worth $559,889. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,808
Previous 5,051 34.79%
Holding current value
$559,889
Previous $419,000 33.17%
% of portfolio
0.26%
Previous 0.19%

Shares

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

Feb 12, 2025
BUY
$81.68 - $82.93 $143,511 - $145,708
1,757 Added 34.79%
6,808 $558,000
Q3 2024

Nov 12, 2024
BUY
$81.31 - $83.29 $34,963 - $35,814
430 Added 9.31%
5,051 $419,000
Q2 2024

Aug 09, 2024
BUY
$81.05 - $81.66 $45,793 - $46,137
565 Added 13.93%
4,621 $377,000
Q1 2024

May 14, 2024
BUY
$81.49 - $82.34 $22,572 - $22,808
277 Added 7.33%
4,056 $331,000
Q4 2023

Feb 13, 2024
BUY
$80.62 - $82.04 $304,662 - $310,029
3,779 New
3,779 $310,000

Others Institutions Holding SHY

# of Institutions
1,282
Shares Held
238M
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
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