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 $921,333. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,266

Previous 13,266 15.08%

Holding current value

$921,333

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

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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First Foundation Advisors Ishares Barclays 1 3 Year Trea Transaction History