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 $790,730. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,669
Previous 8,543 13.18%
Holding current value
$790,730
Previous $697,000 15.21%
% of portfolio
0.01%
Previous 0.01%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS 1-3 YEAR TREA


  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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