Polaris Wealth Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 133,795 shares of SHY stock, worth $11 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

133,795

Holding current value

$11 Million

% of portfolio

0.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$80.71 - $81.38 $10.8 Million - $10.9 Million	133,795 New	133,795 $10.8 Million
Q1 2019 Apr 09, 2019	SELL	$83.51 - $84.18 $482,687 - $486,560	-5,780 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	$82.85 - $83.62 $59,403 - $59,955	-717 Reduced 11.04%	5,780 $483,000
Q3 2018 Oct 19, 2018	BUY	$83.02 - $83.34 $83,352 - $83,673	1,004 Added 18.28%	6,497 $540,000
Q2 2018 Jul 09, 2018	SELL	$83.11 - $83.6 $13,713 - $13,793	-165 Reduced 2.92%	5,493 $459,000
Q1 2018 Apr 09, 2018	SELL	$83.38 - $83.82 $181,017 - $181,973	-2,171 Reduced 27.73%	5,658 $473,000
Q4 2017 Feb 13, 2018	SELL	$83.78 - $84.55 $12.4 Million - $12.5 Million	-147,432 Reduced 94.96%	7,829 $656,000
Q3 2017 Nov 01, 2017	BUY	$84.45 - $84.47 $7.26 Million - $7.26 Million	85,962 Added 124.05%	155,261 $13.1 Million
Q2 2017 Aug 09, 2017	BUY	N/A	69,299	69,299 $5.86 Million

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Account

Polaris Wealth Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History