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

Wellspring Financial Advisors, LLC

$957 Billion
Q4 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 181,555 shares of SHY stock, worth $15 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

181,555

Previous 164,680 10.25%

Holding current value

$15 Million

Previous $13.7 Billion 8.7%

% of portfolio

1.56%

Previous 1.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$81.68 - $82.93 $1.38 Million - $1.4 Million	16,875 Added 10.25%	181,555 $14.9 Billion
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

1,286

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

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 Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Account

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