Valeo Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,923 shares of SHY stock, worth $656,262. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,923
Previous 7,708 2.79%
Holding current value
$656,262
Previous $638,000 2.98%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$82.38 - $83.0 $17,711 - $17,845
215 Added 2.79%
7,923 $657,000
Q2 2025

Jul 22, 2025
SELL
$82.21 - $83.12 $33,541 - $33,912
-408 Reduced 5.03%
7,708 $638,000
Q1 2025

Apr 30, 2025
BUY
$81.83 - $82.73 $32,977 - $33,340
403 Added 5.22%
8,116 $671,000
Q3 2024

Oct 10, 2024
BUY
$81.31 - $83.29 $107,573 - $110,192
1,323 Added 20.7%
7,713 $641,000
Q1 2024

Apr 25, 2024
SELL
$81.49 - $82.34 $20,698 - $20,914
-254 Reduced 3.82%
6,390 $522,000
Q1 2024

Apr 19, 2024
SELL
$81.49 - $82.34 $9,208 - $9,304
-113 Reduced 1.67%
6,644 $543,000
Q3 2023

Oct 19, 2023
SELL
$80.71 - $81.38 $15,738 - $15,869
-195 Reduced 2.8%
6,757 $547,000
Q1 2023

Apr 17, 2023
BUY
$80.51 - $82.52 $559,705 - $573,679
6,952 New
6,952 $571,000
Q2 2021

Jul 22, 2021
SELL
$86.11 - $86.32 $15,930 - $15,969
-185 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$86.21 - $86.4 $15,948 - $15,984
185 New
185 $16,000
Q4 2020

Feb 11, 2021
SELL
$86.32 - $86.46 $25,291 - $25,332
-293 Closed
0 $0
Q3 2020

Oct 28, 2020
SELL
$86.46 - $86.63 $72,626 - $72,769
-840 Reduced 74.14%
293 $25,000
Q2 2020

Jul 20, 2020
SELL
$86.48 - $86.8 $265,926 - $266,910
-3,075 Reduced 73.08%
1,133 $98,000
Q1 2020

Apr 13, 2020
BUY
$84.67 - $86.69 $153,083 - $156,735
1,808 Added 75.33%
4,208 $364,000
Q4 2019

Jan 24, 2020
SELL
$84.51 - $85.05 $25,353 - $25,515
-300 Reduced 11.11%
2,400 $203,000
Q3 2019

Oct 15, 2019
SELL
$84.4 - $85.1 $18,821 - $18,977
-223 Reduced 7.63%
2,700 $229,000
Q2 2019

Jul 10, 2019
BUY
$83.84 - $84.81 $43,848 - $44,355
523 Added 21.79%
2,923 $248,000
Q4 2018

Jan 30, 2019
BUY
$82.85 - $83.62 $198,840 - $200,688
2,400 New
2,400 $201,000

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
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email