Schneider Downs Wealth Management Advisors, LP Ishares Barclays 1 3 Year Trea Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$80.62 - $82.04 $219,286 - $223,148	2,720 New	2,720 $223,000

Others Institutions Holding SHY

# of Institutions

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

Morgan Stanley New York, NY

37.4M
Shares

$3.07 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.82 Billion
0.04% of portfolio
Bank Of America Corp Charlotte, NC

14M
Shares

$1.15 Billion
0.1% of portfolio
Captrust Financial Advisors Raleigh, NC

8.47M
Shares

$694 Million
2.13% of portfolio
Jpmorgan Chase & CO New York, NY

7.81M
Shares

$641 Million
0.05% of portfolio

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