Mattern Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Mattern Wealth Management LLC
- $418 Million
- Q1 2025
A detailed history of Mattern Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mattern Wealth Management LLC holds 6,300 shares of SHY stock, worth $521,199. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,300
Previous 8,116
22.38%
Holding current value
$521,199
Previous $665,000
21.65%
% of portfolio
0.12%
Previous 0.16%
Shares
13 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