Spring Vest Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 18,666 shares of SHY stock, worth $1.55 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
18,666
Previous 26,452
29.43%
Holding current value
$1.55 Million
Previous $2.19 Billion
29.35%
% of portfolio
1.14%
Previous 1.77%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,340Shares Held
245MCall Options Held
257KPut Options Held
212K-
Morgan Stanley New York, NY33.7MShares$2.79 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$1.41 Billion3.02% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$972 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY10.1MShares$840 Million0.06% of portfolio