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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.02K- 6.99% |
$165K - $167K
|
26.9K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-852- 4.88% |
$69.6K - $70.7K
|
16.6K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-96- 4.83% |
$7.84K - $7.96K
|
1.89K
$156K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.81K- 22.88% |
$229K - $233K
|
9.46K
$781K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-726- 12.15% |
$59.3K - $60.2K
|
5.25K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.64K+ 25.99% |
$216K - $219K
|
12.8K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-573- 5.08% |
$46.8K - $47.5K
|
10.7K
$884K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.04K- 46.47% |
$493K - $501K
|
6.96K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.8KNew |
$474K - $481K
|
5.8K
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.98K+ 6.19% |
$488K - $496K
|
103K
$8.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
623+ 17.8% |
$50.9K - $51.7K
|
4.12K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.6K+ 777.05% |
$1.6M - $1.62M
|
22.1K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.26K+ 16.94% |
$185K - $187K
|
15.6K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.96K+ 44.93% |
$405K - $411K
|
16K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-504- 14.51% |
$41.2K - $41.8K
|
2.97K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 0.11% |
$490 - $498
|
5.45K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
3.57KNew |
$291K - $296K
|
3.57K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-558- 10.45% |
$45.6K - $46.3K
|
4.78K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-140- 1.45% |
$11.4K - $11.6K
|
9.5K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-929- 25.81% |
$75.9K - $77K
|
2.67K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.21K+ 10.52% |
$98.7K - $100K
|
12.7K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.75K+ 194.64% |
$551K - $560K
|
10.2K
$844K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.92K+ 3.34% |
$238K - $242K
|
90.2K
$7.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
12.1KNew |
$988K - $1M
|
12.1K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 8.48% |
$239K - $243K
|
31.6K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-240- 0.59% |
$19.6K - $19.9K
|
40.1K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.38K- 3.71% |
$195K - $198K
|
61.9K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.86K- 9.75% |
$315K - $320K
|
35.7K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.09K+ 173.74% |
$498K - $505K
|
9.6K
$793K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
211+ 4.15% |
$17.2K - $17.5K
|
5.3K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
147+ 2.12% |
$12K - $12.2K
|
7.09K
$586K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
324+ 19.85% |
$26.5K - $26.9K
|
1.96K
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.62K- 2.71% |
$133K - $135K
|
58.2K
$4.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-80- 0.99% |
$6.53K - $6.63K
|
8.02K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
78.6K+ 331.84% |
$6.42M - $6.52M
|
102K
$8.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-780- 1.84% |
$63.7K - $64.7K
|
41.6K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
570+ 5.34% |
$46.6K - $47.3K
|
11.2K
$928K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.2K+ 9.38% |
$911K - $925K
|
130K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4.39K+ 8.8% |
$358K - $364K
|
54.2K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.87K+ 12.58% |
$235K - $238K
|
25.7K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.38K+ 24.17% |
$194K - $197K
|
12.2K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-600- 4.84% |
$49K - $49.8K
|
11.8K
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.83K- 3.9% |
$312K - $317K
|
94.2K
$7.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.37K+ 107.39% |
$275K - $280K
|
6.51K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.73K+ 47.75% |
$386K - $392K
|
14.6K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-440- 2.33% |
$35.9K - $36.5K
|
18.4K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.33K- 2.62% |
$762K - $774K
|
347K
$28.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.38K+ 7.86% |
$194K - $197K
|
32.6K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-23.8K- 77.29% |
$1.95M - $1.98M
|
7K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24.9K- 17.42% |
$2.03M - $2.06M
|
118K
$9.75M
|