Traphagen Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History
Traphagen Investment Advisors LLC
- $764 Million
- Q1 2025
A detailed history of Traphagen Investment Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 167,605 shares of SHY stock, worth $13.9 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
167,605
Previous 179,664
6.71%
Holding current value
$13.9 Million
Previous $14.7 Million
5.86%
% of portfolio
1.82%
Previous 1.69%
Shares
10 transactions
Others Institutions Holding SHY
# of Institutions
1,297Shares Held
240MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.86 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$955 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$764 Million2.21% of portfolio