New Insight Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 2025
A detailed history of New Insight Wealth Advisors transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, New Insight Wealth Advisors holds 36,044 shares of SHY stock, worth $2.98 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
36,044
Previous 33,345
8.09%
Holding current value
$2.98 Million
Previous $2.76 Billion
8.26%
% of portfolio
1.23%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding SHY
# of Institutions
1,329Shares Held
288MCall Options Held
32.3KPut Options Held
9.6K-
Kingstone Capital Partners Texas, LLC Frisco, TX45.6MShares$3.77 Billion0.6% of portfolio
-
Morgan Stanley New York, NY33.6MShares$2.78 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$987 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$944 Million0.07% of portfolio