Vest Gen Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 9,804 shares of SHY stock, worth $814,908. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,804

Holding current value

$814,908

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$81.83 - $82.73 $802,261 - $811,084	9,804 New	9,804 $811 Million

Others Institutions Holding SHY

# of Institutions

1,320

Shares Held

234M

Call Options Held

32.3K

Put Options Held

9.6K

Morgan Stanley New York, NY

33.6M
Shares

$2.79 Billion
0.2% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.84 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$993 Million
0.08% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$949 Million
0.07% of portfolio
Captrust Financial Advisors Raleigh, NC

10.2M
Shares

$851 Million
2.18% of portfolio

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Vest Gen Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History