Shira Ridge Wealth Management Ishares U.S. Treasury Bond ETF Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 131,295 shares of GOVT stock, worth $2.97 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
131,295
Previous 99,155
32.41%
Holding current value
$2.97 Million
Previous $2.33 Billion
29.76%
% of portfolio
1.48%
Previous 1.19%
Shares
2 transactions
Others Institutions Holding GOVT
# of Institutions
837Shares Held
1.19BCall Options Held
28KPut Options Held
773K-
Bank Of America Corp Charlotte, NC424MShares$9.59 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.56 Billion1.09% of portfolio
-
Envestnet Asset Management Inc71.5MShares$1.62 Billion0.55% of portfolio
-
Truist Financial Corp67MShares$1.52 Billion2.45% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.12 Billion0.09% of portfolio