Rooted Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 19,109 shares of SHY stock, worth $1.57 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
19,109
Previous 17,471
9.38%
Holding current value
$1.57 Million
Previous $1.44 Million
8.75%
% of portfolio
0.61%
Previous 0.64%
Shares
9 transactions
Others Institutions Holding SHY
# of Institutions
1,291Shares Held
238MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.84 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$952 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$761 Million2.21% of portfolio