Vanguard Personalized Indexing Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$83.25 - $85.49 $688,477 - $707,002	-8,270 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$86.11 - $86.32 $75,518 - $75,702	877 Added 11.86%	8,270 $713,000
Q1 2021 Apr 28, 2021	SELL	$86.21 - $86.4 $74,571 - $74,736	-865 Reduced 10.47%	7,393 $638,000
Q4 2020 Jan 20, 2021	BUY	$86.32 - $86.46 $712,830 - $713,986	8,258 New	8,258 $713,000

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

View Full List

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