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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.92K+ 125.52% |
$320K - $325K
|
7.04K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25K+ 14.97% |
$2.04M - $2.08M
|
192K
$15.8M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.52K- 9.0% |
$124K - $126K
|
15.3K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 9.84% |
$88.5K - $89.8K
|
12.1K
$995K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.66K- 21.35% |
$381K - $387K
|
17.2K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-530- 2.34% |
$43.3K - $44K
|
22.1K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
36K+ 30.75% |
$2.94M - $2.98M
|
153K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-183- 11.89% |
$14.9K - $15.2K
|
1.36K
$112K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
14.3KNew |
$1.17M - $1.18M
|
14.3K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.5K+ 47.73% |
$612K - $622K
|
23.2K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-7.91K- 90.97% |
$646K - $656K
|
785
$64.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.61K- 36.82% |
$131K - $133K
|
2.76K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.11KNew |
$172K - $175K
|
2.11K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.6K+ 14.85% |
$131K - $133K
|
12.4K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.79K- 17.79% |
$146K - $149K
|
8.29K
$682K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.33K- 6.41% |
$109K - $110K
|
19.4K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 36.44% |
$3.27M - $3.32M
|
150K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.23KNew |
$100K - $102K
|
1.23K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-202- 4.91% |
$16.5K - $16.8K
|
3.92K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.54K- 23.57% |
$534K - $542K
|
21.2K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-147- 1.88% |
$12K - $12.2K
|
7.65K
$630K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-1.07K- 2.17% |
$87.2K - $88.6K
|
48K
$3.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
503+ 1.95% |
$41.1K - $41.7K
|
26.3K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
15.4KNew |
$1.25M - $1.27M
|
15.4K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-502- 11.74% |
$41K - $41.6K
|
3.78K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-32.2K- 18.11% |
$2.63M - $2.67M
|
146K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
12.3KNew |
$1M - $1.02M
|
12.3K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
848+ 2.34% |
$69.3K - $70.3K
|
37.1K
$3.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-20.9K- 14.82% |
$1.7M - $1.73M
|
120K
$9.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
28.1KNew |
$2.3M - $2.33M
|
28.1K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22.7K+ 12.05% |
$1.86M - $1.88M
|
211K
$17.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29.7K+ 76.8% |
$2.42M - $2.46M
|
68.3K
$5.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.1K+ 7.37% |
$1.31M - $1.33M
|
234K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-150- 1.91% |
$12.3K - $12.4K
|
7.7K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-480- 2.96% |
$39.2K - $39.8K
|
15.8K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.05K+ 21.53% |
$249K - $253K
|
17.2K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
161+ 0.27% |
$13.2K - $13.4K
|
59.9K
$4.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-215- 2.86% |
$17.6K - $17.8K
|
7.3K
$601K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.05K+ 21.19% |
$167K - $170K
|
11.7K
$964K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-824- 1.02% |
$67.3K - $68.3K
|
80K
$6.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
426+ 3.73% |
$34.8K - $35.3K
|
11.9K
$976K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.73K+ 178.64% |
$387K - $393K
|
7.38K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.84K- 54.92% |
$641K - $650K
|
6.44K
$530K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
24.7K+ 550.87% |
$2.02M - $2.05M
|
29.2K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
766+ 0.89% |
$62.6K - $63.5K
|
87.1K
$7.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.52K- 7.43% |
$124K - $126K
|
18.9K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.92K+ 1.35% |
$157K - $160K
|
145K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
28+ 1.28% |
$2.29K - $2.32K
|
2.21K
$182K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5.89K+ 60.79% |
$481K - $488K
|
15.6K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-149K- 35.82% |
$12.2M - $12.3M
|
267K
$21.9M
|