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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
559New |
$45.5K - $46.6K
|
559
$46K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.48K- 7.3% |
$120K - $123K
|
18.7K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-13- 1.66% |
$1.06K - $1.08K
|
771
$63.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.1K+ 9.82% |
$2.12M - $2.17M
|
292K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
8.77K+ 34.21% |
$713K - $730K
|
34.4K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
75.7K+ 28.85% |
$6.15M - $6.3M
|
338K
$27.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-448- 7.85% |
$36.4K - $37.3K
|
5.26K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.17K- 5.1% |
$95.5K - $97.8K
|
21.8K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-351- 9.64% |
$28.5K - $29.2K
|
3.29K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.14K+ 8.46% |
$662K - $678K
|
104K
$8.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-276K- 91.1% |
$22.5M - $23M
|
27K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-167- 2.5% |
$13.6K - $13.9K
|
6.51K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
414K+ 71.27% |
$33.7M - $34.5M
|
995K
$81.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.85K+ 8.33% |
$151K - $154K
|
24.1K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 16.65% |
$355K - $363K
|
30.6K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-150K- 99.75% |
$12.2M - $12.5M
|
377
$31K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-128- 4.01% |
$10.4K - $10.7K
|
3.07K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-357K- 95.89% |
$29.1M - $29.8M
|
15.3K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
10.6KNew |
$862K - $883K
|
10.6K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
22+ 0.12% |
$1.79K - $1.83K
|
18.4K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1K+ 4.73% |
$1.07M - $1.09M
|
290K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
6.15KNew |
$500K - $512K
|
6.15K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.96M+ 2316.34% |
$484M - $496M
|
6.21M
$511M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-9- 6.25% |
$732 - $750
|
135
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
17.5K+ 3.31% |
$1.42M - $1.45M
|
545K
$44.8M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2K- 15.08% |
$163K - $167K
|
11.3K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.97K+ 1.96% |
$160K - $164K
|
102K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.54K+ 15.74% |
$125K - $128K
|
11.3K
$932K
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.5KNew |
$610K - $625K
|
7.5K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
61.3K+ 18.24% |
$4.98M - $5.1M
|
397K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.61K- 16.25% |
$293K - $300K
|
18.6K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$1.74M - $1.78M
|
21.4K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.59K+ 7.09% |
$130K - $133K
|
24.1K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
10+ 0.05% |
$813 - $833
|
19.8K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.3M- 82.49% |
$106M - $109M
|
277K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.7K- 20.63% |
$138K - $142K
|
6.54K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-189- 4.53% |
$15.4K - $15.7K
|
3.98K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$968K - $992K
|
11.9K
$980K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.15K+ 4.54% |
$256K - $262K
|
72.5K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32.5K- 25.29% |
$2.65M - $2.71M
|
96.1K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
446K+ 90.58% |
$36.3M - $37.1M
|
938K
$77.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.7K- 2.09% |
$1.76M - $1.8M
|
1.01M
$83.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.58K- 13.27% |
$372K - $381K
|
29.9K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-230- 0.4% |
$18.7K - $19.2K
|
57.9K
$4.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.94K+ 16.95% |
$158K - $161K
|
13.4K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24KNew |
$1.95M - $2M
|
24K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
153+ 2.56% |
$12.4K - $12.7K
|
6.13K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-850- 8.1% |
$69.1K - $70.8K
|
9.65K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-83.7K- 2.8% |
$6.81M - $6.98M
|
2.9M
$239M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
51.5K+ 8.31% |
$4.19M - $4.29M
|
671K
$55.2M
|