Sovran Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Sovran Advisors, LLC holds 3,279 shares of SHY stock, worth $269,796. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,279

Holding current value

$269,796

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$81.68 - $82.93 $267,828 - $271,927	3,279 New	3,279 $268 Million

Others Institutions Holding SHY

# of Institutions

1,231

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

Morgan Stanley New York, NY

37.4M
Shares

$3.08 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.83 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

$697 Million
2.13% of portfolio
Jpmorgan Chase & CO New York, NY

7.81M
Shares

$643 Million
0.05% of portfolio

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Account

Sovran Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History