Investment Research & Advisory Group, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Investment Research & Advisory Group, Inc.

$218 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 07, 2021	SELL	$86.09 - $86.31 $45,885 - $46,003	-533 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$86.11 - $86.32 $45,896 - $46,008	533 New	533 $46,000

Others Institutions Holding SHY

# of Institutions

1,182

Shares Held

231M

Call Options Held

581K

Put Options Held

102K

Morgan Stanley New York, NY

30.7M
Shares

$2.52 Billion
0.2% of portfolio
Black Rock Inc. New York, NY

24.4M
Shares

$2 Billion
0.05% of portfolio
Bank Of America Corp Charlotte, NC

12.6M
Shares

$1.04 Billion
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

8.87M
Shares

$727 Million
0.07% of portfolio
Assetmark, Inc

7.32M
Shares

$600 Million
1.96% of portfolio

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