Kiwi Wealth Investments Limited Partnership Ishares Barclays 1 3 Year Trea Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$80.51 - $82.52 $15.6 Million - $16 Million	193,858 New	193,858 $15.9 Billion

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

Morgan Stanley New York, NY

37.4M
Shares

$3.07 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.82 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

14M
Shares

$1.15 Billion
0.1% of portfolio
Captrust Financial Advisors Raleigh, NC

8.47M
Shares

$695 Million
2.13% of portfolio
Jpmorgan Chase & CO New York, NY

7.81M
Shares

$642 Million
0.05% of portfolio

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