Roundview Capital LLC Ishares Barclays 1 3 Year Trea Transaction History
Roundview Capital LLC
- $1.25 Billion
- Q2 2024
A detailed history of Roundview Capital LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Roundview Capital LLC holds 19,496 shares of SHY stock, worth $1.61 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,496
Previous 18,300
6.54%
Holding current value
$1.61 Million
Previous $1.5 Million
6.35%
% of portfolio
0.13%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SHY
# of Institutions
1,189Shares Held
224MCall Options Held
311KPut Options Held
40.1K-
Morgan Stanley New York, NY29.1MShares$2.4 Billion0.19% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$1.07 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY8.37MShares$691 Million0.06% of portfolio
-
Assetmark, Inc7.41MShares$611 Million1.89% of portfolio