4 J Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
4 J Wealth Management LLC
- $123 Million
- Q3 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, 4 J Wealth Management LLC holds 23,462 shares of SHY stock, worth $1.95 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
23,462
Previous 24,316
3.51%
Holding current value
$1.95 Million
Previous $2.01 Million
3.38%
% of portfolio
1.58%
Previous 1.85%
Shares
21 transactions
Others Institutions Holding SHY
# of Institutions
1,336Shares Held
241MCall Options Held
40.9KPut Options Held
41.6K-
Morgan Stanley New York, NY30.8MShares$2.56 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$965 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$949 Million0.07% of portfolio
-
Captrust Financial Advisors Raleigh, NC10.7MShares$893 Million2.06% of portfolio