Shira Ridge Wealth Management Ishares Barclays 1 3 Year Trea Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Shira Ridge Wealth Management holds 20,715 shares of SHY stock, worth $1.69 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
20,715
Previous 11,054
87.4%
Holding current value
$1.69 Million
Previous $903 Million
90.84%
% of portfolio
0.88%
Previous 0.5%
Shares
8 transactions
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.81 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.14 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$692 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$639 Million0.05% of portfolio