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 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-65- 0.82% |
$5.31K - $5.39K
|
7.84K
$648K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
14.8KNew |
$1.21M - $1.23M
|
14.8K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
18.2K+ 71.36% |
$1.49M - $1.51M
|
43.7K
$3.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-197- 8.23% |
$16.1K - $16.3K
|
2.2K
$182K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
59.7KNew |
$4.88M - $4.95M
|
59.7K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.25K+ 301.6% |
$756K - $767K
|
12.3K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.03KNew |
$329K - $334K
|
4.03K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.25K+ 18120.0% |
$592K - $601K
|
7.29K
$602K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8.04K- 36.83% |
$657K - $667K
|
13.8K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
100New |
$8.17K - $8.29K
|
100
$8.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.55K+ 40.98% |
$616K - $626K
|
26K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.4K+ 72.31% |
$2.57M - $2.61M
|
74.9K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
5.86K+ 7.21% |
$479K - $486K
|
87.2K
$7.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8.57KNew |
$700K - $711K
|
8.57K
$708K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.92K+ 125.52% |
$320K - $325K
|
7.04K
$582K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
25K+ 14.97% |
$2.04M - $2.08M
|
192K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.52K- 9.0% |
$124K - $126K
|
15.3K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 9.84% |
$88.5K - $89.8K
|
12.1K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.66K- 21.35% |
$381K - $387K
|
17.2K
$1.42M
|
|
|
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
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-7.91K- 90.97% |
$646K - $656K
|
785
$64.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.61K- 36.82% |
$131K - $133K
|
2.76K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.11KNew |
$172K - $175K
|
2.11K
$174K
|
|
|
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
$684K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.33K- 6.41% |
$109K - $110K
|
19.4K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-26.5K- 80.53% |
$2.16M - $2.2M
|
6.4K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-947- 4.78% |
$77.4K - $78.5K
|
18.9K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.06K+ 2.56% |
$168K - $171K
|
82.5K
$6.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.39K- 23.28% |
$114K - $115K
|
4.58K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.01K+ 94.06% |
$246K - $250K
|
6.21K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
675+ 7.28% |
$55.1K - $56K
|
9.95K
$821K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.5K- 8.03% |
$694K - $705K
|
97.4K
$8.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-417- 0.76% |
$34.1K - $34.6K
|
54.7K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
60.7KNew |
$4.96M - $5.04M
|
60.7K
$5.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11K+ 17.11% |
$336K - $341K
|
28.2K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.18K+ 6.27% |
$341K - $347K
|
70.9K
$5.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.56K- 16.89% |
$291K - $295K
|
17.5K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-94- 0.57% |
$7.68K - $7.8K
|
16.4K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
40K+ 36.44% |
$3.27M - $3.32M
|
150K
$12.4M
|
|
|
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
$323K
|
|
|
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
$632K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-1.07K- 2.17% |
$87.2K - $88.6K
|
48K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
503+ 1.95% |
$41.1K - $41.7K
|
26.3K
$2.17M
|