Northwest Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
A detailed history of Northwest Wealth Management, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 17,073 shares of SHY stock, worth $1.4 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
17,073
Previous 18,805
9.21%
Holding current value
$1.4 Million
Previous $1.54 Million
7.56%
% of portfolio
0.34%
Previous 0.4%
Shares
29 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