Birchcreek Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Birchcreek Wealth Management, LLC
- $193 Million
- Q3 2025
A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 241,238 shares of SHY stock, worth $20 Million. This represents 10.39% of its overall portfolio holdings.
Number of Shares
241,238
Previous 219,335
9.99%
Holding current value
$20 Million
Previous $18.2 Million
10.12%
% of portfolio
10.39%
Previous 10.34%
Shares
16 transactions
Others Institutions Holding SHY
# of Institutions
1,341Shares Held
245MCall Options Held
257KPut Options Held
212K-
Morgan Stanley New York, NY33.7MShares$2.79 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$1.41 Billion3.02% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$972 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY10.1MShares$840 Million0.06% of portfolio