Flagship Private Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History
Flagship Private Wealth, LLC
- $247 Million
- Q3 2025
A detailed history of Flagship Private Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 38,907 shares of SHY stock, worth $3.22 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
38,907
Previous 40,323
3.51%
Holding current value
$3.22 Million
Previous $3.34 Million
3.41%
% of portfolio
1.31%
Previous 1.43%
Shares
21 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