Forte Asset Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Forte Asset Management LLC holds 5,100 shares of SHY stock, worth $417,588. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,100
Previous 5,100
-0.0%
Holding current value
$417,588
Previous $424,000
1.42%
% of portfolio
0.23%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding SHY
# of Institutions
1,278Shares Held
248MCall Options Held
451KPut Options Held
133K-
Morgan Stanley New York, NY34.5MShares$2.83 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.25 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$945 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$756 Million2.21% of portfolio