First Foundation Advisors Ishares Barclays 1 3 Year Trea Transaction History

First Foundation Advisors

  • $2.59 Billion
  • Q4 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 15,110 shares of SHY stock, worth $1.24 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,110
Previous 11,266 34.12%
Holding current value
$1.24 Million
Previous $936,000 32.26%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Feb 13, 2025
BUY
$81.68 - $82.93 $313,977 - $318,782
3,844 Added 34.12%
15,110 $1.24 Million
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
1,276
Shares Held
245M
Call Options Held
466K
Put Options Held
196K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

SHY Quotes by TradingView
  • Ticker SHY
  • Sector ETFs
  • Industry ETFs
More about SHY
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email