Roundview Capital LLC Ishares Barclays 1 3 Year Trea Transaction History

Roundview Capital LLC

  • $1.54 Billion
  • Q3 2025

A detailed history of Roundview Capital LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Roundview Capital LLC holds 20,936 shares of SHY stock, worth $1.73 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
20,936
Previous 22,540 7.12%
Holding current value
$1.73 Million
Previous $1.87 Million 7.02%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 12, 2025
SELL
$82.38 - $83.0 $132,137 - $133,132
-1,604 Reduced 7.12%
20,936 $1.74 Million
Q2 2025

Jul 23, 2025
BUY
$82.21 - $83.12 $337,143 - $340,875
4,101 Added 22.24%
22,540 $1.87 Million
Q1 2025

May 06, 2025
SELL
$81.83 - $82.73 $28,558 - $28,872
-349 Reduced 1.86%
18,439 $1.53 Million
Q4 2024

Feb 12, 2025
SELL
$81.68 - $82.93 $36,674 - $37,235
-449 Reduced 2.33%
18,788 $1.54 Million
Q3 2024

Nov 14, 2024
SELL
$81.31 - $83.29 $21,059 - $21,572
-259 Reduced 1.33%
19,237 $1.6 Million
Q2 2024

Aug 09, 2024
BUY
$81.05 - $81.66 $96,935 - $97,665
1,196 Added 6.54%
19,496 $1.59 Million
Q1 2024

May 06, 2024
SELL
$81.49 - $82.34 $25,506 - $25,772
-313 Reduced 1.68%
18,300 $1.5 Million
Q4 2023

Feb 12, 2024
BUY
$80.62 - $82.04 $1.17 Million - $1.19 Million
14,538 Added 356.76%
18,613 $1.53 Million
Q3 2023

Nov 13, 2023
BUY
$80.71 - $81.38 $84,180 - $84,879
1,043 Added 34.4%
4,075 $329,000
Q1 2023

May 09, 2023
BUY
$80.51 - $82.52 $33,009 - $33,833
410 Added 15.64%
3,032 $249,000
Q4 2022

Feb 13, 2023
BUY
$80.6 - $81.52 $211,333 - $213,745
2,622 New
2,622 $212,000

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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