Momentum Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Momentum Advisors, LLC

$96.6 Million
Q4 2022

A detailed history of Momentum Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Momentum Advisors, LLC holds 5,842 shares of SHY stock, worth $481,439. This represents 0.49% of its overall portfolio holdings.

Number of Shares

5,842

Holding current value

$481,439

% of portfolio

0.49%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$80.6 - $81.52 $470,865 - $476,239	5,842 New	5,842 $474,000

Others Institutions Holding SHY

# of Institutions

1,181

Shares Held

221M

Call Options Held

311K

Put Options Held

40.1K

Morgan Stanley New York, NY

29.1M
Shares

$2.39 Billion
0.19% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.83 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

13M
Shares

$1.07 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

8.37M
Shares

$690 Million
0.06% of portfolio
Assetmark, Inc

7.41M
Shares

$610 Million
1.89% of portfolio

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About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Momentum Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History