Simplicity Wealth,Llc Ishares Barclays 1 3 Year Trea Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Simplicity Wealth,Llc holds 16,582 shares of SHY stock, worth $1.37 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,582
Previous 13,980
18.61%
Holding current value
$1.37 Million
Previous $1.16 Million
18.74%
% of portfolio
0.09%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SHY
# of Institutions
1,341Shares Held
245MCall Options Held
257KPut Options Held
212K-
Morgan Stanley New York, NY33.7MShares$2.79 Billion0.18% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$1.41 Billion3.02% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$972 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY10.1MShares$840 Million0.06% of portfolio