Wescott Financial Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 32,981 shares of SHY stock, worth $2.7 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

32,981

Previous 29,331 12.44%

Holding current value

$2.7 Million

Previous $2.44 Million 10.87%

% of portfolio

0.31%

Previous 0.3%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$81.68 - $82.93 $298,132 - $302,694	3,650 Added 12.44%	32,981 $2.7 Million
Q3 2024 Nov 12, 2024	BUY	$81.31 - $83.29 $148,878 - $152,503	1,831 Added 6.66%	29,331 $2.44 Million
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $124,735 - $125,674	1,539 Added 5.93%	27,500 $2.25 Million
Q1 2024 May 13, 2024	BUY	$81.49 - $82.34 $14,668 - $14,821	180 Added 0.7%	25,961 $2.12 Million
Q4 2023 Feb 13, 2024	SELL	$80.62 - $82.04 $506,454 - $515,375	-6,282 Reduced 19.59%	25,781 $2.12 Million
Q3 2023 Nov 09, 2023	BUY	$80.71 - $81.38 $166,585 - $167,968	2,064 Added 6.88%	32,063 $2.6 Million
Q2 2023 Aug 11, 2023	BUY	$81.05 - $82.41 $34,608 - $35,189	427 Added 1.44%	29,999 $2.43 Million
Q1 2023 May 10, 2023	BUY	$80.51 - $82.52 $518,403 - $531,346	6,439 Added 27.83%	29,572 $2.43 Million
Q4 2022 Feb 06, 2023	SELL	$80.6 - $81.52 $103,409 - $104,590	-1,283 Reduced 5.25%	23,133 $1.88 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $338,909 - $347,356	4,182 Added 20.67%	24,416 $1.98 Million
Q2 2022 Jul 28, 2022	BUY	$81.97 - $83.48 $178,448 - $181,735	2,177 Added 12.06%	20,234 $1.68 Million
Q1 2022 May 16, 2022	SELL	$83.25 - $85.49 $615,467 - $632,027	-7,393 Reduced 29.05%	18,057 $1.51 Million
Q4 2021 Jan 31, 2022	SELL	$85.5 - $86.18 $141,417 - $142,541	-1,654 Reduced 6.1%	25,450 $2.18 Million
Q3 2021 Oct 29, 2021	SELL	$86.09 - $86.31 $65,514 - $65,681	-761 Reduced 2.73%	27,104 $2.34 Million
Q2 2021 Aug 10, 2021	SELL	$86.11 - $86.32 $671,055 - $672,691	-7,793 Reduced 21.85%	27,865 $2.4 Million
Q1 2021 Jun 25, 2021	SELL	$86.21 - $86.4 $432,774 - $433,728	-5,020 Reduced 12.34%	35,658 $3.08 Million
Q4 2020 Jun 25, 2021	BUY	$86.32 - $86.46 $3.51 Million - $3.52 Million	40,678 New	40,678 $3.51 Million

Others Institutions Holding SHY

# of Institutions

1,256

Shares Held

241M

Call Options Held

466K

Put Options Held

196K

View Full List

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Wescott Financial Advisory Group, LLC Ishares Barclays 1 3 Year Trea Transaction History