Up Strategic Wealth Investment Advisors LLC Ishares Barclays 1 3 Year Trea Transaction History

Up Strategic Wealth Investment Advisors LLC

$89.3 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $48,894 - $49,404	-600 Reduced 11.66%	4,548 $372 Million
Q4 2023 Feb 13, 2024	BUY	$80.62 - $82.04 $415,031 - $422,341	5,148 New	5,148 $422 Million

Others Institutions Holding SHY

# of Institutions

1,212

Shares Held

233M

Call Options Held

466K

Put Options Held

196K

Morgan Stanley New York, NY

37.4M
Shares

$3.07 Billion
0.23% of portfolio
Black Rock Inc. New York, NY

22.2M
Shares

$1.82 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

$695 Million
2.13% of portfolio
Jpmorgan Chase & CO New York, NY

7.81M
Shares

$642 Million
0.05% of portfolio

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