Whalen Wealth Management Inc. Ishares Barclays 1 3 Year Trea Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,702 shares of SHY stock, worth $390,736. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,702
Previous 4,460
5.43%
Holding current value
$390,736
Previous $370 Million
5.55%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SHY
# of Institutions
1,338Shares Held
241MCall Options Held
40.9KPut Options Held
41.6K-
Morgan Stanley New York, NY30.8MShares$2.56 Billion0.17% of portfolio
-
Black Rock Inc. New York, NY22.2MShares$1.84 Billion0.04% of portfolio
-
Bank Of America Corp Charlotte, NC11.6MShares$965 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$949 Million0.07% of portfolio
-
Captrust Financial Advisors Raleigh, NC10.7MShares$893 Million2.06% of portfolio