Mount Yale Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,671 shares of SHY stock, worth $463,717. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,671

Previous 7,333 22.66%

Holding current value

$463,717

Previous $598,000 21.24%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$81.31 - $83.29 $135,137 - $138,427	-1,662 Reduced 22.66%	5,671 $471,000
Q2 2024 Aug 13, 2024	BUY	$81.05 - $81.66 $130,166 - $131,145	1,606 Added 28.04%	7,333 $598,000
Q1 2024 May 15, 2024	BUY	$81.49 - $82.34 $1,385 - $1,399	17 Added 0.3%	5,727 $468,000
Q4 2023 Feb 12, 2024	BUY	$80.62 - $82.04 $71,348 - $72,605	885 Added 18.34%	5,710 $468,000
Q3 2023 Oct 11, 2023	SELL	$80.71 - $81.38 $78,692 - $79,345	-975 Reduced 16.81%	4,825 $390,000
Q2 2023 Aug 14, 2023	SELL	$81.05 - $82.41 $4,863 - $4,944	-60 Reduced 1.02%	5,800 $470,000
Q1 2023 May 11, 2023	SELL	$80.51 - $82.52 $970,226 - $994,448	-12,051 Reduced 67.28%	5,860 $481,000
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $1.16 Million - $1.18 Million	14,417 Added 412.62%	17,911 $1.45 Million
Q3 2022 Nov 07, 2022	SELL	$81.04 - $83.06 $12,723 - $13,040	-157 Reduced 4.3%	3,494 $284,000
Q2 2022 Aug 02, 2022	BUY	$81.97 - $83.48 $299,272 - $304,785	3,651 New	3,651 $302,000
Q1 2022 May 03, 2022	SELL	$83.25 - $85.49 $645,520 - $662,889	-7,754 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$85.5 - $86.18 $662,967 - $668,239	7,754 New	7,754 $663,000
Q3 2018 Nov 13, 2018	SELL	$83.02 - $83.34 $63,676 - $63,921	-767 Closed	0 $0
Q1 2018 Jun 25, 2018	BUY	$83.38 - $83.82 $63,952 - $64,289	767 New	767 $64,000

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Mount Yale Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History