Spring Vest Wealth Management LLC Ishares Barclays 1 3 Year Trea Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 20,174 shares of SHY stock, worth $1.67 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
20,174
Previous 19,424
3.86%
Holding current value
$1.67 Million
Previous $1.59 Billion
4.81%
% of portfolio
1.38%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding SHY
# of Institutions
1,320Shares Held
234MCall Options Held
32.3KPut Options Held
9.6K-
Morgan Stanley New York, NY33.6MShares$2.78 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.83 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$987 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$944 Million0.07% of portfolio
-
Captrust Financial Advisors Raleigh, NC10.2MShares$846 Million2.18% of portfolio