Wealthspire Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 9,669 shares of SHY stock, worth $793,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,669

Previous 8,543 13.18%

Holding current value

$793,148

Previous $697,000 15.21%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $91,555 - $93,784	1,126 Added 13.18%	9,669 $803,000
Q2 2024 Aug 08, 2024	SELL	$81.05 - $81.66 $1.01 Million - $1.02 Million	-12,492 Reduced 59.39%	8,543 $697,000
Q1 2024 May 06, 2024	SELL	$81.49 - $82.34 $220,348 - $222,647	-2,704 Reduced 11.39%	21,035 $1.72 Million
Q4 2023 Feb 06, 2024	SELL	$80.62 - $82.04 $1.85 Million - $1.88 Million	-22,959 Reduced 49.16%	23,739 $1.95 Million
Q3 2023 Nov 06, 2023	SELL	$80.71 - $81.38 $782,402 - $788,897	-9,694 Reduced 17.19%	46,698 $3.78 Million
Q2 2023 Jul 31, 2023	SELL	$81.05 - $82.41 $444,802 - $452,266	-5,488 Reduced 8.87%	56,392 $4.57 Million
Q1 2023 May 09, 2023	SELL	$80.51 - $82.52 $508,662 - $521,361	-6,318 Reduced 9.26%	61,880 $5.08 Million
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $126,300 - $127,741	-1,567 Reduced 2.25%	68,198 $5.54 Million
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $1.1 Million - $1.13 Million	-13,597 Reduced 16.31%	69,765 $5.67 Million
Q2 2022 Aug 09, 2022	SELL	$81.97 - $83.48 $1.31 Million - $1.33 Million	-15,962 Reduced 16.07%	83,362 $6.9 Million
Q1 2022 May 09, 2022	BUY	$83.25 - $85.49 $1.33 Million - $1.36 Million	15,953 Added 19.13%	99,324 $8.28 Million
Q4 2021 Feb 14, 2022	BUY	$85.5 - $86.18 $832,855 - $839,479	9,741 Added 13.23%	83,371 $7.13 Million
Q3 2021 Nov 15, 2021	BUY	$86.09 - $86.31 $422,185 - $423,264	4,904 Added 7.14%	73,630 $6.34 Million
Q2 2021 Aug 13, 2021	BUY	$86.11 - $86.32 $3.02 Million - $3.03 Million	35,085 Added 104.29%	68,726 $5.92 Million
Q1 2021 May 17, 2021	SELL	$86.21 - $86.4 $57,157 - $57,283	-663 Reduced 1.93%	33,641 $2.9 Million
Q4 2020 Feb 16, 2021	SELL	$86.32 - $86.46 $714,902 - $716,061	-8,282 Reduced 19.45%	34,304 $2.96 Million
Q3 2020 Nov 16, 2020	BUY	$86.46 - $86.63 $494,983 - $495,956	5,725 Added 15.53%	42,586 $3.68 Million
Q2 2020 Aug 14, 2020	SELL	$86.48 - $86.8 $285,902 - $286,960	-3,306 Reduced 8.23%	36,861 $3.19 Million
Q1 2020 May 12, 2020	BUY	$84.67 - $86.69 $173,404 - $177,541	2,048 Added 5.37%	40,167 $3.48 Million
Q4 2019 Feb 14, 2020	SELL	$84.51 - $85.05 $186,260 - $187,450	-2,204 Reduced 5.47%	38,119 $3.23 Million
Q3 2019 Nov 12, 2019	SELL	$84.4 - $85.1 $57,223 - $57,697	-678 Reduced 1.65%	40,323 $3.42 Million
Q2 2019 Aug 13, 2019	BUY	$83.84 - $84.81 $484,176 - $489,777	5,775 Added 16.39%	41,001 $3.48 Million
Q1 2019 May 08, 2019	SELL	$83.51 - $84.18 $118,166 - $119,114	-1,415 Reduced 3.86%	35,226 $2.96 Million
Q4 2018 Feb 14, 2019	BUY	$82.85 - $83.62 $3.04 Million - $3.06 Million	36,641 New	36,641 $3.06 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Wealthspire Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History