United Capital Financial Advisers, LLC Ishares Barclays 1 3 Year Trea Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 361,117 shares of SHY stock, worth $29.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

361,117

Previous 363,948 0.78%

Holding current value

$29.7 Million

Previous $30.3 Million 2.17%

% of portfolio

0.25%

Previous 0.15%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$81.68 - $82.93 $231,236 - $234,774	-2,831 Reduced 0.78%	361,117 $29.6 Million
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $10.7 Million - $11 Million	132,206 Added 57.05%	363,948 $30.3 Million
Q2 2024 Aug 14, 2024	SELL	$81.05 - $81.66 $1.43 Million - $1.44 Million	-17,683 Reduced 7.09%	231,742 $18.9 Million
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $1.18 Million - $1.19 Million	-14,455 Reduced 5.48%	249,425 $20.4 Million
Q4 2023 Feb 14, 2024	SELL	$80.62 - $82.04 $15.1 Million - $15.3 Million	-187,042 Reduced 41.48%	263,880 $21.6 Million
Q3 2023 Nov 14, 2023	SELL	$80.71 - $81.38 $3.7 Million - $3.73 Million	-45,785 Reduced 9.22%	450,922 $36.5 Million
Q2 2023 Aug 14, 2023	SELL	$81.05 - $82.41 $8.83 Million - $8.98 Million	-108,939 Reduced 17.99%	496,707 $40.3 Million
Q1 2023 Aug 14, 2023	BUY	$80.51 - $82.52 $8.64 Million - $8.86 Million	107,353 Added 21.61%	604,060 $49.6 Million
Q1 2023 May 15, 2023	SELL	$80.51 - $82.52 $2.92 Million - $3 Million	-36,300 Reduced 5.65%	605,646 $49.8 Million
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $14.1 Million - $14.2 Million	174,396 Added 37.3%	641,946 $52.1 Million
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $27.6 Million - $28.3 Million	-340,702 Reduced 42.15%	467,550 $38 Million
Q2 2022 Aug 11, 2022	BUY	$81.97 - $83.48 $9.05 Million - $9.22 Million	110,396 Added 15.82%	808,252 $66.9 Million
Q1 2022 May 16, 2022	BUY	$83.25 - $85.49 $6.65 Million - $6.83 Million	79,895 Added 12.93%	697,856 $58.2 Million
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $6.51 Million - $6.56 Million	76,124 Added 14.05%	617,961 $52.9 Million
Q3 2021 Nov 15, 2021	BUY	$86.09 - $86.31 $3.2 Million - $3.21 Million	37,188 Added 7.37%	541,837 $46.7 Million
Q2 2021 Aug 13, 2021	BUY	$86.11 - $86.32 $3.12 Million - $3.13 Million	36,276 Added 7.75%	504,649 $43.5 Million
Q1 2021 May 14, 2021	BUY	$86.21 - $86.4 $1.05 Million - $1.06 Million	12,221 Added 2.68%	468,373 $40.4 Million
Q4 2020 Feb 17, 2021	BUY	$86.32 - $86.46 $2.47 Million - $2.47 Million	28,576 Added 6.68%	456,152 $39.4 Million
Q3 2020 Nov 13, 2020	SELL	$86.46 - $86.63 $35.2 Million - $35.3 Million	-407,039 Reduced 48.77%	427,576 $37 Million
Q2 2020 Aug 13, 2020	SELL	$86.48 - $86.8 $131 Million - $131 Million	-1,510,890 Reduced 64.42%	834,615 $72.3 Million
Q1 2020 May 15, 2020	BUY	$84.67 - $86.69 $173 Million - $177 Million	2,042,975 Added 675.3%	2,345,505 $203 Million
Q4 2019 Feb 14, 2020	SELL	$84.51 - $85.05 $19.8 Million - $19.9 Million	-234,557 Reduced 43.67%	302,530 $25.6 Million
Q3 2019 Nov 14, 2019	SELL	$84.4 - $85.1 $102 Million - $103 Million	-1,212,186 Reduced 69.3%	537,087 $45.6 Million
Q2 2019 Aug 13, 2019	SELL	$83.84 - $84.81 $55.2 Million - $55.8 Million	-657,832 Reduced 27.33%	1,749,273 $148 Million
Q1 2019 May 14, 2019	SELL	$83.51 - $84.18 $214 Million - $216 Million	-2,565,980 Reduced 51.6%	2,407,105 $202 Million
Q4 2018 Feb 14, 2019	BUY	$82.85 - $83.62 $325 Million - $328 Million	3,926,913 Added 375.36%	4,973,085 $416 Million
Q3 2018 Nov 14, 2018	BUY	$83.02 - $83.34 $62.6 Million - $62.9 Million	754,436 Added 258.6%	1,046,172 $86.9 Million
Q2 2018 Aug 14, 2018	SELL	$83.11 - $83.6 $19.1 Million - $19.2 Million	-229,803 Reduced 44.06%	291,736 $24.3 Million
Q1 2018 May 15, 2018	BUY	$83.38 - $83.82 $21 Million - $21.1 Million	251,768 Added 93.33%	521,539 $43.6 Million
Q4 2017 Feb 13, 2018	SELL	$83.78 - $84.55 $7.62 Million - $7.69 Million	-90,921 Reduced 25.21%	269,771 $22.6 Million
Q3 2017 Nov 14, 2017	SELL	$84.45 - $84.47 $2.84 Million - $2.84 Million	-33,614 Reduced 8.52%	360,692 $30.5 Million
Q2 2017 Aug 14, 2017	BUY	N/A	394,306	394,306 $33.3 Million

Others Institutions Holding SHY

# of Institutions

1,282

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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United Capital Financial Advisers, LLC Ishares Barclays 1 3 Year Trea Transaction History