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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 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

1,291

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

Morgan Stanley New York, NY

34.5M
Shares

$2.85 Billion
0.2% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.83 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

15.3M
Shares

$1.26 Billion
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

11.5M
Shares

$954 Million
0.08% of portfolio
Captrust Financial Advisors Raleigh, NC

9.23M
Shares

$763 Million
2.21% of portfolio

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