Values First Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Values First Advisors, Inc.

$169 Million
Q1 2024

A detailed history of Values First Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Values First Advisors, Inc. holds 36,110 shares of SHY stock, worth $2.95 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

36,110

Previous 33,484 7.84%

Holding current value

$2.95 Million

Previous $2.75 Million 7.5%

% of portfolio

1.74%

Previous 1.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$81.49 - $82.34 $213,992 - $216,224	2,626 Added 7.84%	36,110 $2.95 Million
Q4 2023 Jan 18, 2024	BUY	$80.62 - $82.04 $994,205 - $1.01 Million	12,332 Added 58.3%	33,484 $2.75 Million
Q3 2023 Nov 08, 2023	BUY	$80.71 - $81.38 $64,648 - $65,185	801 Added 3.94%	21,152 $1.71 Million
Q2 2023 Aug 02, 2023	BUY	$81.05 - $82.41 $78,618 - $79,937	970 Added 5.0%	20,351 $1.65 Million
Q1 2023 May 15, 2023	BUY	$80.51 - $82.52 $724 - $742	9 Added 0.05%	19,381 $1.59 Million

Q4 2022 Jan 20, 2023	SELL	$80.6 - $81.52 $1.5 Million - $1.52 Million	-18,658 Reduced 49.06%	19,372 $0
Q3 2022 Dec 02, 2022	BUY	$81.22 - $83.06 $32,488 - $33,224	400 Added 1.06%	38,030 $3.09 Million
Q2 2022 Jul 20, 2022	BUY	$81.97 - $83.48 $1.46 Million - $1.49 Million	17,813 Added 89.89%	37,630 $3.12 Million
Q1 2022 May 03, 2022	BUY	$83.25 - $85.49 $24,059 - $24,706	289 Added 1.48%	19,817 $1.65 Million
Q4 2021 Mar 10, 2022	BUY	$85.5 - $86.18 $1.67 Million - $1.68 Million	19,528 New	19,528 $1.67 Million
Q3 2021 Nov 15, 2022	SELL	$86.09 - $86.31 $1.83 Million - $1.83 Million	-21,212 Reduced 56.37%	16,418 $1.42 Million
Q2 2021 Nov 15, 2022	BUY	$86.11 - $86.32 $40,127 - $40,225	466 Added 3.32%	14,519 $1.25 Million
Q1 2021 Nov 15, 2022	SELL	$86.21 - $86.4 $2.03 Million - $2.04 Million	-23,577 Reduced 62.65%	14,053 $1.21 Million
Q4 2020 Nov 15, 2022	BUY	$86.32 - $86.46 $154,167 - $154,417	1,786 Added 14.53%	14,074 $1.22 Million
Q3 2020 Nov 15, 2022	BUY	$86.46 - $86.63 $21,009 - $21,051	243 Added 2.02%	12,288 $1.06 Million
Q2 2020 Nov 15, 2022	SELL	$86.48 - $86.8 $94,349 - $94,698	-1,091 Reduced 8.31%	12,045 $1.04 Million
Q1 2020 Jan 09, 2023	SELL	$84.67 - $86.69 $2.2 Million - $2.26 Million	-26,042 Reduced 68.48%	11,988 $1.04 Billion
Q4 2019 Nov 15, 2022	SELL	$84.51 - $85.05 $2.07 Million - $2.08 Million	-24,494 Reduced 65.09%	13,136 $1.11 Million

Others Institutions Holding SHY

# of Institutions

1,185

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Values First Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History