First Foundation Advisors Ishares Barclays 1 3 Year Trea Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, First Foundation Advisors holds 11,266 shares of SHY stock, worth $924,149. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,266

Previous 13,266 15.08%

Holding current value

$924,149

Previous $1.08 Million 13.57%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$81.31 - $83.29 $162,620 - $166,580	-2,000 Reduced 15.08%	11,266 $936,000
Q2 2024 Aug 06, 2024	SELL	$81.05 - $81.66 $102,771 - $103,544	-1,268 Reduced 8.72%	13,266 $1.08 Million
Q1 2024 May 09, 2024	SELL	$81.49 - $82.34 $2.4 Million - $2.42 Million	-29,410 Reduced 66.93%	14,534 $1.19 Million
Q4 2023 Feb 14, 2024	SELL	$80.62 - $82.04 $366,176 - $372,625	-4,542 Reduced 9.37%	43,944 $3.61 Million
Q3 2023 Nov 15, 2023	SELL	$80.71 - $81.38 $2.87 Million - $2.9 Million	-35,577 Reduced 42.32%	48,486 $3.93 Million
Q2 2023 Aug 14, 2023	BUY	$81.05 - $82.41 $528,202 - $537,065	6,517 Added 8.4%	84,063 $6.82 Million
Q1 2023 May 12, 2023	BUY	$80.51 - $82.52 $963,221 - $987,269	11,964 Added 18.24%	77,546 $6.37 Million
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $3.39 Million - $3.43 Million	42,118 Added 179.5%	65,582 $5.32 Million
Q3 2022 Nov 10, 2022	BUY	$81.04 - $83.06 $1.63 Million - $1.67 Million	20,058 Added 588.9%	23,464 $1.91 Million
Q2 2022 Aug 12, 2022	BUY	$81.97 - $83.48 $279,189 - $284,332	3,406 New	3,406 $282,000

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
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.

Account

First Foundation Advisors Ishares Barclays 1 3 Year Trea Transaction History