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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
364+ 10.57% |
$29.7K - $30.2K
|
3.81K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
779New |
$63.6K - $64.6K
|
779
$64.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.49K- 40.49% |
$203K - $206K
|
3.66K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-460- 7.32% |
$37.6K - $38.1K
|
5.83K
$481K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.45K+ 17.99% |
$608K - $617K
|
48.8K
$4.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.51K+ 20.41% |
$531K - $540K
|
38.4K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$223K - $226K
|
2.73K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$327 - $332
|
4.1K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.7K+ 9.07% |
$877K - $891K
|
129K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.23K- 1.92% |
$100K - $102K
|
62.8K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.57KNew |
$373K - $379K
|
4.57K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-13.8K- 30.57% |
$1.13M - $1.14M
|
31.3K
$2.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.65K+ 3.44% |
$135K - $137K
|
49.7K
$4.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
270+ 1.39% |
$22.1K - $22.4K
|
19.7K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
894+ 3.89% |
$73K - $74.1K
|
23.9K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
115+ 2.83% |
$9.39K - $9.54K
|
4.17K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-8- 0.14% |
$653 - $663
|
5.76K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-3.98K- 5.73% |
$325K - $330K
|
65.5K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.27K- 34.16% |
$104K - $105K
|
2.45K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.06KNew |
$413K - $420K
|
5.06K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-848- 19.74% |
$69.3K - $70.3K
|
3.45K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-786- 0.53% |
$64.2K - $65.2K
|
147K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18.1K- 3.2% |
$1.48M - $1.5M
|
548K
$45.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.55K+ 35.56% |
$453K - $460K
|
21.2K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
901+ 31.68% |
$73.6K - $74.7K
|
3.75K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.1K- 37.0% |
$1.56M - $1.58M
|
32.5K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
70.1K+ 1462.0% |
$5.73M - $5.82M
|
74.9K
$6.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
93+ 1.82% |
$7.6K - $7.71K
|
5.21K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$1.24M - $1.26M
|
15.2K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.06KNew |
$250K - $254K
|
3.06K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
127New |
$10.4K - $10.5K
|
127
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
81K+ 90.71% |
$6.61M - $6.72M
|
170K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-82- 64.06% |
$6.7K - $6.8K
|
46
$3.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-997- 1.55% |
$81.4K - $82.7K
|
63.2K
$5.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
44.1KNew |
$3.6M - $3.66M
|
44.1K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-225- 4.52% |
$18.4K - $18.7K
|
4.76K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-487- 88.22% |
$39.8K - $40.4K
|
65
$5.37K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-12.6K- 32.7% |
$1.03M - $1.04M
|
25.8K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-288- 3.68% |
$23.5K - $23.9K
|
7.53K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-61.7K- 99.87% |
$5.04M - $5.12M
|
83
$6.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
34.4K+ 62.3% |
$2.81M - $2.85M
|
89.5K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
37.5K+ 76.74% |
$3.06M - $3.11M
|
86.3K
$7.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.38K+ 11.94% |
$603K - $612K
|
69.2K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.19KNew |
$96.9K - $98.4K
|
1.19K
$97.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-112- 54.11% |
$9.15K - $9.29K
|
95
$7.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
43.3KNew |
$3.54M - $3.59M
|
43.3K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
14.6KNew |
$1.19M - $1.21M
|
14.6K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
948+ 28.41% |
$77.4K - $78.6K
|
4.29K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.09K+ 8.69% |
$88.6K - $90K
|
13.6K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
2.24K+ 12.67% |
$183K - $186K
|
19.9K
$1.65M
|