Mount Yale Investment Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,671 shares of SHY stock, worth $465,248. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,671
Previous 7,333
22.66%
Holding current value
$465,248
Previous $598,000
21.24%
% of portfolio
0.05%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding SHY
# of Institutions
1,207Shares Held
233MCall Options Held
466KPut Options Held
196K-
Morgan Stanley New York, NY37.4MShares$3.07 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.82 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC14MShares$1.15 Billion0.1% of portfolio
-
Captrust Financial Advisors Raleigh, NC8.47MShares$695 Million2.13% of portfolio
-
Jpmorgan Chase & CO New York, NY7.81MShares$641 Million0.05% of portfolio