Truepoint, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$81.04 - $83.06 $761,938 - $780,930	-9,402 Reduced 28.24%	23,888 $1.94 Million
Q2 2022 Aug 08, 2022	SELL	$81.97 - $83.48 $3.57 Million - $3.64 Million	-43,580 Reduced 56.69%	33,290 $2.76 Million
Q1 2022 May 11, 2022	BUY	$83.25 - $85.49 $4.25 Million - $4.37 Million	51,102 Added 198.32%	76,870 $6.41 Million
Q4 2021 Feb 02, 2022	BUY	$85.5 - $86.18 $30,352 - $30,593	355 Added 1.4%	25,768 $2.2 Million
Q3 2021 Oct 28, 2021	SELL	$86.09 - $86.31 $1,893 - $1,898	-22 Reduced 0.09%	25,413 $2.19 Million
Q2 2021 Aug 04, 2021	SELL	$86.11 - $86.32 $3,358 - $3,366	-39 Reduced 0.15%	25,435 $2.19 Million
Q1 2021 Apr 30, 2021	BUY	$86.21 - $86.4 $2,931 - $2,937	34 Added 0.13%	25,474 $2.2 Million
Q4 2020 Feb 02, 2021	SELL	$86.32 - $86.46 $2,416 - $2,420	-28 Reduced 0.11%	25,440 $2.2 Million
Q3 2020 Nov 09, 2020	SELL	$86.46 - $86.63 $7,003 - $7,017	-81 Reduced 0.32%	25,468 $2.2 Million
Q2 2020 Aug 07, 2020	BUY	$86.48 - $86.8 $44,364 - $44,528	513 Added 2.05%	25,549 $2.21 Million
Q1 2020 May 13, 2020	SELL	$84.67 - $86.69 $503,532 - $515,545	-5,947 Reduced 19.19%	25,036 $2.17 Million
Q4 2019 Jan 27, 2020	BUY	$84.51 - $85.05 $2.62 Million - $2.64 Million	30,983 New	30,983 $2.62 Million
Q3 2019 Nov 07, 2019	SELL	$84.4 - $85.1 $2.77 Million - $2.79 Million	-32,834 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	$83.84 - $84.81 $11,066 - $11,194	132 Added 0.4%	32,834 $2.78 Million
Q1 2019 May 15, 2019	SELL	$83.51 - $84.18 $1.99 Million - $2.01 Million	-23,819 Reduced 42.14%	32,702 $2.75 Million
Q4 2018 Feb 13, 2019	BUY	$82.85 - $83.62 $4.68 Million - $4.73 Million	56,521 New	56,521 $4.73 Million

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

About ISHARES BARCLAYS 1-3 YEAR TREA

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