Forte Asset Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Forte Asset Management LLC
- $169 Million
- Q2 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Forte Asset Management LLC holds 5,100 shares of SHY stock, worth $422,331. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,100
Previous 4,000
27.5%
Holding current value
$422,331
Previous $327,000
27.22%
% of portfolio
0.25%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SHY
# of Institutions
1,185Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.41 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$693 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$613 Million1.89% of portfolio