Traphagen Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History
Traphagen Investment Advisors LLC
- $868 Million
- Q3 2024
A detailed history of Traphagen Investment Advisors LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 210,555 shares of SHY stock, worth $17.2 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
210,555
Previous 325,609
35.34%
Holding current value
$17.2 Million
Previous $26.6 Million
34.15%
% of portfolio
2.02%
Previous 3.28%
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