Congress Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,795 shares of SHY stock, worth $1.62 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,795
Previous 19,188
3.16%
Holding current value
$1.62 Million
Previous $1.57 Million
5.04%
% of portfolio
0.02%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding SHY
# of Institutions
1,197Shares Held
214MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.38 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.06 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$640 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.66MShares$546 Million0.25% of portfolio