Forum Private Client Group LLC Ishares Barclays 1 3 Year Trea Transaction History

Forum Private Client Group LLC

$259 Billion
Q2 2025

A detailed history of Forum Private Client Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Forum Private Client Group LLC holds 5,929 shares of SHY stock, worth $490,861. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,929

Previous 6,045 1.92%

Holding current value

$490,861

Previous $500 Million 1.77%

% of portfolio

0.19%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$82.21 - $83.12 $9,536 - $9,641	-116 Reduced 1.92%	5,929 $491 Million
Q1 2025 May 01, 2025	BUY	$81.83 - $82.73 $22,912 - $23,164	280 Added 4.86%	6,045 $500 Million
Q4 2024 Feb 13, 2025	SELL	$81.68 - $82.93 $81 - $82	-1 Reduced 0.02%	5,765 $473 Million
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $89,115 - $91,285	-1,096 Reduced 15.97%	5,766 $479 Million
Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $113,713 - $114,568	-1,403 Reduced 16.98%	6,862 $560 Million
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $582,246 - $588,319	-7,145 Reduced 46.37%	8,265 $676 Million
Q4 2023 Jan 19, 2024	BUY	$80.62 - $82.04 $1.24 Million - $1.26 Million	15,410 New	15,410 $1.26 Billion
Q2 2023 Aug 02, 2023	BUY	$81.05 - $82.41 $405,006 - $411,802	4,997 Added 38.8%	17,875 $1.45 Million
Q1 2023 May 15, 2023	SELL	$80.51 - $82.52 $24,555 - $25,168	-305 Reduced 2.31%	12,878 $1.06 Million
Q4 2022 Feb 10, 2023	SELL	$80.6 - $81.52 $57,790 - $58,449	-717 Reduced 5.16%	13,183 $1.07 Million
Q3 2022 Nov 10, 2022	SELL	$81.04 - $83.06 $33,793 - $34,636	-417 Reduced 2.91%	13,900 $1.13 Million
Q2 2022 Aug 05, 2022	BUY	$81.97 - $83.48 $157,218 - $160,114	1,918 Added 15.47%	14,317 $1.19 Million
Q1 2022 Aug 05, 2022	BUY	$83.25 - $85.49 $1.03 Million - $1.06 Million	12,399 New	12,399 $1.03 Million

Others Institutions Holding SHY

# of Institutions

1,345

Shares Held

287M

Call Options Held

40.9K

Put Options Held

41.6K

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About ISHARES BARCLAYS 1-3 YEAR TREA

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Forum Private Client Group LLC Ishares Barclays 1 3 Year Trea Transaction History