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

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 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 139,581 shares of SHY stock, worth $11.4 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
139,581
Previous 110,246 26.61%
Holding current value
$11.4 Million
Previous $9.04 Million 26.21%
% of portfolio
0.91%
Previous 0.77%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.22 - $83.06 $2.86 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
1,183
Shares Held
231M
Call Options Held
581K
Put Options Held
102K
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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