Lokken Investment Group LLC Ishares Barclays 1 3 Year Trea Transaction History
Lokken Investment Group LLC
- $226 Million
- Q3 2024
A detailed history of Lokken Investment Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lokken Investment Group LLC holds 5,051 shares of SHY stock, worth $413,070. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,051
Previous 4,621
9.31%
Holding current value
$413,070
Previous $377,000
11.14%
% of portfolio
0.19%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,212Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.06 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.81 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.14 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$692 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$639 Million0.05% of portfolio