Heritage Wealth Partners, LLC Ishares Barclays 1 3 Year Trea Transaction History
Heritage Wealth Partners, LLC
- $79.7 Billion
- Q4 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,767 shares of SHY stock, worth $394,373. This represents 0.49% of its overall portfolio holdings.
Number of Shares
4,767
Previous 4,795
0.58%
Holding current value
$394,373
Previous $399 Million
1.98%
% of portfolio
0.49%
Previous 0.47%
Shares
6 transactions
Others Institutions Holding SHY
# of Institutions
1,299Shares Held
240MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.85 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