Summit Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History

Summit Financial, LLC

$2.83 Billion
Q4 2024

A detailed history of Summit Financial, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Summit Financial, LLC holds 3,943 shares of SHY stock, worth $322,852. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,943

Previous 6,090 35.25%

Holding current value

$322,852

Previous $506,000 36.17%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$81.68 - $82.93 $175,366 - $178,050	-2,147 Reduced 35.25%	3,943 $323,000
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $119,444 - $122,353	-1,469 Reduced 19.43%	6,090 $506,000
Q2 2024 Jul 31, 2024	BUY	$81.05 - $81.66 $143,215 - $144,293	1,767 Added 30.51%	7,559 $617,000
Q1 2024 Apr 24, 2024	BUY	$81.49 - $82.34 $244,714 - $247,267	3,003 Added 107.67%	5,792 $473,000
Q4 2023 Feb 05, 2024	SELL	$80.62 - $82.04 $1.74 Million - $1.78 Million	-21,637 Reduced 88.58%	2,789 $228,000
Q3 2023 Nov 07, 2023	BUY	$80.71 - $81.38 $295,237 - $297,688	3,658 Added 17.61%	24,426 $1.98 Million
Q2 2023 Aug 11, 2023	BUY	$81.05 - $82.41 $646,454 - $657,302	7,976 Added 62.35%	20,768 $1.68 Million
Q1 2023 May 03, 2023	BUY	$80.51 - $82.52 $1.03 Million - $1.06 Million	12,792 New	12,792 $1.05 Million

Others Institutions Holding SHY

# of Institutions

1,278

Shares Held

248M

Call Options Held

451K

Put Options Held

133K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Summit Financial, LLC Ishares Barclays 1 3 Year Trea Transaction History