Triad Financial Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 2,926 shares of SHY stock, worth $241,892. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,926
Previous 2,902 0.83%
Holding current value
$241,892
Previous $235,000 0.43%
% of portfolio
0.09%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
BUY
$80.71 - $81.38 $1,937 - $1,953
24 Added 0.83%
2,926 $236,000
Q2 2023

Jul 31, 2023
BUY
$81.05 - $82.41 $1,945 - $1,977
24 Added 0.83%
2,902 $235,000
Q1 2023

May 05, 2023
BUY
$80.51 - $82.52 $13,123 - $13,450
163 Added 6.0%
2,878 $236,000
Q4 2022

Feb 14, 2023
SELL
$80.6 - $81.52 $87,209 - $88,204
-1,082 Reduced 28.5%
2,715 $220,000
Q3 2022

Nov 04, 2022
SELL
$81.04 - $83.06 $2,917 - $2,990
-36 Reduced 0.94%
3,797 $308,000
Q2 2022

Aug 11, 2022
BUY
$81.97 - $83.48 $314,191 - $319,978
3,833 New
3,833 $317,000

Others Institutions Holding SHY

# of Institutions
1,291
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
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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