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 $474,484. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,766
Previous 6,862 15.97%
Holding current value
$474,484
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
1,232
Shares Held
232M
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
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More about SHY
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