Essential Planning, Llc. Ishares Barclays 1 3 Year Trea Transaction History
Essential Planning, Llc.
- $209 Million
- Q1 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Essential Planning, Llc. holds 54,796 shares of SHY stock, worth $4.47 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
54,796
Previous 54,796
-0.0%
Holding current value
$4.47 Million
Previous $4.5 Million
0.31%
% of portfolio
2.14%
Previous 2.27%
Shares
6 transactions
Others Institutions Holding SHY
# of Institutions
1,185Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.51 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$1.99 Billion0.05% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$1.03 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY8.87MShares$724 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$598 Million1.96% of portfolio