New Insight Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History
New Insight Wealth Advisors
- $200 Billion
- Q4 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Insight Wealth Advisors holds 30,785 shares of SHY stock, worth $2.54 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
30,785
Previous 27,965
10.08%
Holding current value
$2.54 Million
Previous $2.33 Billion
8.54%
% of portfolio
1.26%
Previous 1.22%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,285Shares Held
238MCall 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$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.26 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$954 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$763 Million2.21% of portfolio