New Insight Wealth Advisors Ishares Barclays 1 3 Year Trea Transaction History
New Insight Wealth Advisors
- $220 Billion
- Q1 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 33,345 shares of SHY stock, worth $2.77 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
33,345
Previous 30,785
8.32%
Holding current value
$2.77 Million
Previous $2.52 Billion
9.31%
% of portfolio
1.25%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding SHY
# of Institutions
1,301Shares Held
240MCall Options Held
359KPut Options Held
44.4K-
Morgan Stanley New York, NY34.5MShares$2.87 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC15.3MShares$1.27 Billion0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY11.5MShares$960 Million0.08% of portfolio
-
Captrust Financial Advisors Raleigh, NC9.23MShares$767 Million2.21% of portfolio