Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Barclays 1 3 Year Trea Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 01, 2023	SELL	$81.05 - $82.41 $142,161 - $144,547	-1,754 Reduced 19.86%	7,080 $574,000
Q2 2022 Jul 26, 2022	BUY	$81.97 - $83.48 $724,122 - $737,462	8,834 New	8,834 $731,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

Morgan Stanley New York, NY

37.4M
Shares

$3.07 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.82 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

14M
Shares

$1.15 Billion
0.1% of portfolio
Captrust Financial Advisors Raleigh, NC

8.47M
Shares

$694 Million
2.13% of portfolio
Jpmorgan Chase & CO New York, NY

7.81M
Shares

$641 Million
0.05% of portfolio

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About ISHARES BARCLAYS 1-3 YEAR TREA

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