United Capital Financial Advisers, LLC Ishares Barclays 1 3 Year Trea Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 249,425 shares of SHY stock, worth $20.3 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
249,425
Previous 263,880
5.48%
Holding current value
$20.3 Million
Previous $21.6 Million
5.78%
% of portfolio
0.17%
Previous 0.18%
Shares
29 transactions
Others Institutions Holding SHY
# of Institutions
1,183Shares Held
231MCall Options Held
581KPut Options Held
102K-
Morgan Stanley New York, NY30.7MShares$2.5 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$1.99 Billion0.05% of portfolio
-
Bank Of America Corp Charlotte, NC12.6MShares$1.03 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY8.87MShares$722 Million0.07% of portfolio
-
Assetmark, Inc7.32MShares$596 Million1.96% of portfolio