Wellspring Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wellspring Financial Advisors, LLC

$633 Billion
Q1 2024

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 111,487 shares of SHY stock, worth $9.1 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

111,487

Previous 85,023 31.13%

Holding current value

$9.1 Million

Previous $6.98 Billion 30.71%

% of portfolio

1.44%

Previous 1.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$81.49 - $82.34 $2.16 Million - $2.18 Million	26,464 Added 31.13%	111,487 $9.12 Billion
Q4 2023 Feb 13, 2024	BUY	$80.62 - $82.04 $5.23 Million - $5.32 Million	64,871 Added 321.91%	85,023 $6.98 Billion
Q3 2023 Nov 14, 2023	BUY	$80.71 - $81.38 $1,694 - $1,708	21 Added 0.1%	20,152 $1.63 Billion
Q2 2023 Aug 11, 2023	BUY	$81.05 - $82.41 $1.23 Million - $1.25 Million	15,169 Added 305.7%	20,131 $1.63 Billion
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $69,560 - $71,297	864 Added 21.08%	4,962 $408 Million

Q4 2022 Feb 13, 2023	BUY	$80.6 - $81.52 $330,298 - $334,068	4,098 New	4,098 $332,000

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

Ticker SHY
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Wellspring Financial Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History