A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 7,077 shares of SHY stock, worth $578,686. This represents 0.43% of its overall portfolio holdings.

Number of Shares
7,077
Previous 7,162 1.19%
Holding current value
$578,686
Previous $584,000 0.68%
% of portfolio
0.43%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$81.31 - $83.29 $6,911 - $7,079
-85 Reduced 1.19%
7,077 $588,000
Q2 2024

Jul 24, 2024

SELL
$81.05 - $81.66 $154,967 - $156,133
-1,912 Reduced 21.07%
7,162 $584,000
Q1 2024

Apr 24, 2024

SELL
$81.49 - $82.34 $107,892 - $109,018
-1,324 Reduced 12.73%
9,074 $742,000
Q4 2023

Jan 17, 2024

BUY
$80.62 - $82.04 $6,852 - $6,973
85 Added 0.82%
10,398 $853,000
Q3 2023

Oct 11, 2023

SELL
$80.71 - $81.38 $7.64 Million - $7.7 Million
-94,599 Reduced 90.17%
10,313 $835,000
Q2 2023

Jul 10, 2023

SELL
$81.05 - $82.41 $167,287 - $170,094
-2,064 Reduced 1.93%
104,912 $8.51 Million
Q1 2023

Apr 27, 2023

BUY
$80.51 - $82.52 $8.61 Million - $8.83 Million
106,976 New
106,976 $8.79 Million
Q4 2022

Jan 09, 2023

BUY
$80.6 - $81.52 $60,288 - $60,976
748 Added 0.74%
101,417 $8.23 Million
Q3 2022

Oct 07, 2022

BUY
$81.04 - $83.06 $4.84 Million - $4.96 Million
59,681 Added 145.61%
100,669 $8.18 Million
Q2 2022

Aug 02, 2022

BUY
$81.97 - $83.48 $3.36 Million - $3.42 Million
40,988 New
40,988 $3.39 Million
Q1 2022

Apr 21, 2022

SELL
$83.25 - $85.49 $2.85 Million - $2.93 Million
-34,282 Closed
0 $0
Q4 2021

Mar 15, 2022

SELL
$85.5 - $86.18 $171 - $172
-2 Reduced 0.01%
34,282 $2.93 Million
Q3 2021

Oct 28, 2021

BUY
$86.09 - $86.31 $157,286 - $157,688
1,827 Added 5.63%
34,284 $2.95 Million
Q2 2021

Aug 10, 2021

BUY
$86.11 - $86.32 $2.79 Million - $2.8 Million
32,457 New
32,457 $2.8 Million

Others Institutions Holding SHY

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track Pinnacle Wealth Management Group, Inc. Portfolio

Follow Pinnacle Wealth Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Group, Inc. with notifications on news.