Latest Institutional Transactions on Ishares Barclays 1 3 Year Trea (SHY)
This table provides information on the latest institutional transactions involving Ishares Barclays 1 3 Year Trea (SHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$2.42M - $2.45M
|
29.6K
$2.44M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
19.4KNew |
$1.59M - $1.61M
|
19.4K
$1.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.47KNew |
$284K - $288K
|
3.47K
$286K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.99KNew |
$408K - $414K
|
4.99K
$412K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
68New |
$5.55K - $5.64K
|
68
$5.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.3KNew |
$188K - $190K
|
2.3K
$189K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
75.3KNew |
$6.15M - $6.25M
|
75.3K
$6.21M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.37K- 5.83% |
$193K - $196K
|
38.2K
$3.15M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.46KNew |
$201K - $204K
|
2.46K
$202K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-4.45K- 39.3% |
$363K - $369K
|
6.86K
$566K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
253+ 162.18% |
$20.7K - $21K
|
409
$33.7K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.05K- 1.07% |
$85.4K - $86.7K
|
96.9K
$7.98M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5K- 19.18% |
$409K - $415K
|
21.1K
$1.74M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.9KNew |
$1.3M - $1.32M
|
15.9K
$1.31M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-330K- 98.78% |
$27M - $27.4M
|
4.08K
$336K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.36KNew |
$438K - $445K
|
5.36K
$442K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
33New |
$2.7K - $2.74K
|
33
$2.72K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.18K+ 4.89% |
$96.1K - $97.5K
|
25.2K
$2.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.48K+ 6.83% |
$121K - $123K
|
23.2K
$1.91M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.36K+ 19.02% |
$520K - $528K
|
39.8K
$3.28M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.07K- 41.23% |
$251K - $255K
|
4.38K
$361K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
15.6K+ 33.18% |
$1.27M - $1.29M
|
62.6K
$5.16M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$817 - $829
|
5.95K
$490K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.54KNew |
$370K - $376K
|
4.54K
$374K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.42KNew |
$279K - $283K
|
3.42K
$281K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
8.56KNew |
$699K - $710K
|
8.56K
$706K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
803+ 2.55% |
$65.6K - $66.6K
|
32.2K
$2.66M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
8.4KNew |
$686K - $697K
|
8.4K
$692K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-459- 1.58% |
$37.5K - $38.1K
|
28.5K
$2.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
4.28KNew |
$350K - $355K
|
4.28K
$353K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-617- 12.77% |
$50.4K - $51.2K
|
4.22K
$347K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.3KNew |
$269K - $274K
|
3.3K
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.53K+ 35.13% |
$615K - $624K
|
29K
$2.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
27.9K+ 167.31% |
$2.28M - $2.31M
|
44.6K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
38.8KNew |
$3.17M - $3.22M
|
38.8K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.48M+ 71.06% |
$121M - $122M
|
3.55M
$293M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-28.9K- 32.24% |
$2.36M - $2.4M
|
60.8K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-38.5K- 30.02% |
$3.14M - $3.19M
|
89.7K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.1K- 7.11% |
$2.71M - $2.75M
|
433K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-320- 15.89% |
$26.1K - $26.5K
|
1.69K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.54K+ 514.8% |
$534K - $542K
|
7.81K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-251K- 44.25% |
$20.5M - $20.8M
|
317K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.1K- 40.57% |
$1.73M - $1.75M
|
31K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44K- 35.28% |
$3.6M - $3.65M
|
80.8K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.9K+ 31.52% |
$237K - $240K
|
12.1K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
317+ 1.24% |
$25.9K - $26.3K
|
25.9K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
527+ 1.83% |
$43K - $43.7K
|
29.3K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.1K- 12.36% |
$822K - $834K
|
71.3K
$5.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-529- 10.38% |
$43.2K - $43.9K
|
4.57K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24.6K+ 2464600.0% |
$2.01M - $2.04M
|
24.6K
$2.03M
|