Plan Group Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Plan Group Financial, LLC holds 24,983 shares of SHY stock, worth $2.07 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
24,983
Previous 22,181 12.63%
Holding current value
$2.07 Million
Previous $1.84 Million 12.79%
% of portfolio
0.58%
Previous 0.62%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$82.38 - $83.0 $230,828 - $232,566
2,802 Added 12.63%
24,983 $2.07 Million
Q2 2025

Aug 13, 2025
BUY
$82.21 - $83.12 $137,455 - $138,976
1,672 Added 8.15%
22,181 $1.84 Million
Q1 2025

May 09, 2025
BUY
$81.83 - $82.73 $184,281 - $186,307
2,252 Added 12.33%
20,509 $1.7 Million
Q4 2024

Jan 31, 2025
BUY
$81.68 - $82.93 $95,728 - $97,193
1,172 Added 6.86%
18,257 $1.5 Million
Q3 2024

Oct 22, 2024
BUY
$81.31 - $83.29 $412,323 - $422,363
5,071 Added 42.21%
17,085 $1.42 Million
Q2 2024

Aug 05, 2024
BUY
$81.05 - $81.66 $16,210 - $16,332
200 Added 1.69%
12,014 $980,000
Q1 2024

Apr 26, 2024
BUY
$81.49 - $82.34 $162,409 - $164,103
1,993 Added 20.29%
11,814 $966,000
Q4 2023

Jan 29, 2024
SELL
$80.62 - $82.04 $147,292 - $149,887
-1,827 Reduced 15.69%
9,821 $805,000
Q3 2023

Nov 13, 2023
BUY
$80.71 - $81.38 $940,110 - $947,914
11,648 New
11,648 $943,000
Q2 2022

Aug 12, 2022
BUY
$81.97 - $83.48 $1.72 Million - $1.76 Million
21,042 New
21,042 $1.74 Million

Others Institutions Holding SHY

# of Institutions
1,341
Shares Held
245M
Call Options Held
257K
Put Options Held
212K
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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