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

Wellspring Financial Advisors, LLC

$838 Billion
Q3 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 164,680 shares of SHY stock, worth $13.5 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

164,680

Previous 132,663 24.13%

Holding current value

$13.5 Million

Previous $10.8 Billion 26.41%

% of portfolio

1.63%

Previous 1.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $2.6 Million - $2.67 Million	32,017 Added 24.13%	164,680 $13.7 Billion
Q2 2024 Aug 12, 2024	BUY	$81.05 - $81.66 $1.72 Million - $1.73 Million	21,176 Added 18.99%	132,663 $10.8 Billion
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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

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