Donaldson Capital Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Donaldson Capital Management, LLC
- $2.59 Billion
- Q3 2024
A detailed history of Donaldson Capital Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 3,988 shares of SHY stock, worth $327,175. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,988
Previous 3,996
0.2%
Holding current value
$327,175
Previous $326,000
1.53%
% of portfolio
0.01%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding SHY
# of Institutions
1,206Shares Held
232MCall Options Held
362KPut Options Held
186K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio