Ever Source Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 7,262 shares of SHY stock, worth $599,986. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,262
Previous 6,142 18.24%
Holding current value
$599,986
Previous $510,000 16.67%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$81.68 - $82.93 $91,481 - $92,881
1,120 Added 18.24%
7,262 $595,000
Q3 2024

Nov 08, 2024
BUY
$81.31 - $83.29 $132,779 - $136,012
1,633 Added 36.22%
6,142 $510,000
Q2 2024

Aug 13, 2024
BUY
$81.05 - $81.66 $145,565 - $146,661
1,796 Added 66.2%
4,509 $368,000
Q1 2024

Jun 11, 2024
BUY
$81.49 - $82.34 $221,082 - $223,388
2,713 New
2,713 $221,000
Q1 2023

May 11, 2023
BUY
$80.51 - $82.52 $5.6 Million - $5.74 Million
69,543 New
69,543 $5.71 Million

Others Institutions Holding SHY

# of Institutions
1,285
Shares Held
238M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
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