Leo Wealth, LLC Ishares Barclays 1 3 Year Trea Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Leo Wealth, LLC holds 3,058 shares of SHY stock, worth $250,939. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,058

Holding current value

$250,939

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$81.68 - $82.93 $249,777 - $253,599	3,058 New	3,058 $251 Million

Others Institutions Holding SHY

# of Institutions

1,237

Shares Held

240M

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

$641 Million
0.05% of portfolio

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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