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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.64K+ 13.78% |
$379K - $384K
|
38.3K
$3.16M
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
393+ 3.1% |
$32.2K - $32.5K
|
13.1K
$1.08M
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-488- 1.63% |
$39.9K - $40.4K
|
29.5K
$2.44M
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.02K- 6.24% |
$329K - $333K
|
60.4K
$4.99M
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
399+ 0.47% |
$32.7K - $33K
|
85.6K
$7.07M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-92.3K- 17.67% |
$7.55M - $7.63M
|
430K
$35.5M
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.9K- 3.75% |
$155K - $157K
|
48.6K
$4.02M
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
15+ 0.31% |
$1.23K - $1.24K
|
4.78K
$395K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
22+ 0.65% |
$1.8K - $1.82K
|
3.42K
$283K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-7.4K- 75.31% |
$606K - $612K
|
2.43K
$200K
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.72K- 30.97% |
$632K - $639K
|
17.2K
$1.42M
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-2.46K- 20.34% |
$201K - $203K
|
9.63K
$796K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.62% |
$164 - $165
|
325
$26.8K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 41.73% |
$188K - $190K
|
3.21K
$265K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
26+ 0.61% |
$2.13K - $2.15K
|
4.28K
$353K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
23.4K+ 27.09% |
$1.91M - $1.93M
|
110K
$9.06M
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 7.24% |
$188K - $191K
|
29.5K
$2.44M
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.14K- 1.45% |
$175K - $177K
|
145K
$12M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-303- 5.81% |
$24.8K - $25.1K
|
4.91K
$405K
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4K- 28.03% |
$328K - $331K
|
10.3K
$849K
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.49KNew |
$204K - $206K
|
2.49K
$206K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21.2K+ 22.5% |
$1.73M - $1.75M
|
115K
$9.53M
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.7KNew |
$221K - $223K
|
2.7K
$223K
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
7.6K+ 29.11% |
$621K - $628K
|
33.7K
$2.78M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
133K+ 121.1% |
$10.9M - $11M
|
243K
$20M
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$655 - $662
|
11.3K
$937K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
43.3KNew |
$3.55M - $3.59M
|
43.3K
$3.58M
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.18K- 3.63% |
$96.8K - $97.9K
|
31.4K
$2.6M
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26+ 0.61% |
$2.13K - $2.15K
|
4.28K
$354K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.14K+ 5.18% |
$257K - $260K
|
63.8K
$5.27M
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-477- 8.43% |
$39K - $39.5K
|
5.18K
$428K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26.3K+ 17.7% |
$2.15M - $2.17M
|
175K
$14.4M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.8K- 22.5% |
$1.78M - $1.8M
|
75.1K
$6.2M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
19.3K+ 3.56% |
$1.58M - $1.6M
|
561K
$46.3M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.18K+ 14.22% |
$261K - $263K
|
25.6K
$2.11M
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.46K+ 52.61% |
$365K - $369K
|
12.9K
$1.07M
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-19- 0.18% |
$1.55K - $1.57K
|
10.7K
$882K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-17.6K- 6.33% |
$1.44M - $1.46M
|
261K
$21.5M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 0.28% |
$1.64K - $1.65K
|
7.07K
$584K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-536- 12.56% |
$43.9K - $44.3K
|
3.73K
$308K
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-947- 3.02% |
$77.5K - $78.3K
|
30.4K
$2.51M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-732- 0.79% |
$59.9K - $60.6K
|
91.7K
$7.58M
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-445- 1.03% |
$36.4K - $36.8K
|
42.8K
$3.54M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-868- 2.75% |
$71K - $71.8K
|
30.7K
$2.54M
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.09K- 63.47% |
$499K - $504K
|
3.51K
$290K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-1.54K- 12.09% |
$126K - $127K
|
11.2K
$922K
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.98K+ 69.33% |
$407K - $412K
|
12.2K
$1M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.09K- 7.4% |
$89.4K - $90.4K
|
13.7K
$1.13M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.82K- 14.54% |
$313K - $316K
|
22.5K
$1.86M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
84+ 0.81% |
$6.87K - $6.95K
|
10.4K
$862K
|