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

Wealthspire Advisors, LLC

$9.93 Billion
Q4 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 11,718 shares of SHY stock, worth $960,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,718

Previous 9,669 21.19%

Holding current value

$960,524

Previous $803,000 19.55%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$81.68 - $82.93 $167,362 - $169,923	2,049 Added 21.19%	11,718 $960,000
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

1,252

Shares Held

241M

Call Options Held

466K

Put Options Held

196K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

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