Jfs Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 97,775 shares of SHY stock, worth $8.03 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

97,775

Previous 112,395 13.01%

Holding current value

$8.03 Million

Previous $9.35 Million 14.23%

% of portfolio

0.55%

Previous 0.63%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$81.68 - $82.93 $1.19 Million - $1.21 Million	-14,620 Reduced 13.01%	97,775 $8.02 Million
Q3 2024 Oct 25, 2024	SELL	$81.31 - $83.29 $787,568 - $806,746	-9,686 Reduced 7.93%	112,395 $9.35 Million
Q2 2024 Jul 15, 2024	SELL	$81.05 - $81.66 $1.42 Million - $1.43 Million	-17,500 Reduced 12.54%	122,081 $9.97 Million
Q1 2024 Apr 30, 2024	BUY	$81.49 - $82.34 $2.39 Million - $2.42 Million	29,335 Added 26.61%	139,581 $11.4 Million
Q4 2023 Feb 07, 2024	BUY	$80.62 - $82.04 $2.03 Million - $2.06 Million	25,164 Added 29.58%	110,246 $9.04 Million
Q3 2023 Nov 02, 2023	SELL	$80.71 - $81.38 $7.36 Million - $7.42 Million	-91,187 Reduced 51.73%	85,082 $6.89 Million
Q2 2023 Aug 07, 2023	BUY	$81.05 - $82.41 $386,689 - $393,178	4,771 Added 2.78%	176,269 $14.3 Million
Q1 2023 Apr 19, 2023	BUY	$80.51 - $82.52 $625,723 - $641,345	7,772 Added 4.75%	171,498 $14.1 Million
Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $1.41 Million - $1.42 Million	17,439 Added 11.92%	163,726 $13.3 Million
Q3 2022 Oct 21, 2022	BUY	$81.04 - $83.06 $2.85 Million - $2.92 Million	35,167 Added 31.65%	146,287 $11.9 Million
Q2 2022 Aug 02, 2022	BUY	$81.97 - $83.48 $83,281 - $84,815	1,016 Added 0.92%	111,120 $9.2 Million
Q1 2022 May 02, 2022	SELL	$83.25 - $85.49 $945,470 - $970,909	-11,357 Reduced 9.35%	110,104 $9.18 Million
Q4 2021 Feb 03, 2022	BUY	$85.5 - $86.18 $115,852 - $116,773	1,355 Added 1.13%	121,461 $10.4 Million
Q3 2021 Nov 09, 2021	BUY	$86.09 - $86.31 $10.3 Million - $10.4 Million	120,106 New	120,106 $10.3 Million

Others Institutions Holding SHY

# of Institutions

1,283

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Jfs Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History