Lyell Wealth Management, LP Ishares Barclays 1 3 Year Trea Transaction History
Lyell Wealth Management, LP
- $978 Million
- Q1 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Lyell Wealth Management, LP holds 3,085 shares of SHY stock, worth $251,890. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,085
Previous 3,460
10.84%
Holding current value
$251,890
Previous $283,000
10.95%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding SHY
# of Institutions
1,182Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.51 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$1.99 Billion0.05% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$1.03 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY8.87MShares$724 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$598 Million1.96% of portfolio