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

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024

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 5,766 shares of SHY stock, worth $471,543. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,766
Previous 6,862 15.97%
Holding current value
$471,543
Previous $560 Million 14.43%
% of portfolio
0.21%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,212
Shares Held
233M
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 Forum Private Client Group LLC Portfolio

Follow Forum Private Client Group LLC 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 Forum Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email