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 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-149K- 35.82% |
$12.2M - $12.3M
|
267K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.12% |
$1.63K - $1.66K
|
17.2K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-763K- 21.76% |
$62.3M - $63.3M
|
2.74M
$226M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-16.5K- 16.92% |
$1.35M - $1.37M
|
81.1K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18K+ 182.56% |
$1.47M - $1.49M
|
27.8K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 19.44% |
$2.13M - $2.16M
|
160K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.39K- 6.29% |
$277K - $281K
|
50.5K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
86+ 8.31% |
$7.02K - $7.13K
|
1.12K
$92.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
550New |
$44.9K - $45.6K
|
550
$45.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.41K- 4.37% |
$115K - $117K
|
30.8K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.21K- 37.67% |
$98.7K - $100K
|
2K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.9KNew |
$155K - $157K
|
1.9K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.89K- 50.0% |
$481K - $488K
|
5.89K
$484K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.17K+ 6.86% |
$95.7K - $97.2K
|
18.3K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
615+ 1.56% |
$50.2K - $51K
|
40K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
14.2K+ 80.2% |
$1.16M - $1.18M
|
31.9K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
294K+ 85.0% |
$24M - $24.4M
|
640K
$52.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.7K- 70.37% |
$1.12M - $1.14M
|
5.77K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
37+ 0.8% |
$3.02K - $3.07K
|
4.65K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-163- 3.51% |
$13.3K - $13.5K
|
4.49K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.4K- 42.88% |
$196K - $199K
|
3.2K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
300+ 5.52% |
$24.5K - $24.9K
|
5.73K
$472K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
365+ 0.89% |
$29.8K - $30.3K
|
41.5K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 9.38% |
$134K - $136K
|
19.1K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.5K+ 1.0% |
$123K - $124K
|
152K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.14K- 3.48% |
$92.8K - $94.2K
|
31.5K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
285+ 1.89% |
$23.3K - $23.6K
|
15.3K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.26K- 16.3% |
$103K - $104K
|
6.45K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-520- 12.94% |
$42.5K - $43.1K
|
3.5K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 22.89% |
$94K - $95.5K
|
3.88K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.15K+ 33.85% |
$175K - $178K
|
8.48K
$698K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-45.7K- 3.17% |
$3.73M - $3.79M
|
1.4M
$115M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.09% |
$104K - $105K
|
116K
$9.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.99K- 36.27% |
$408K - $414K
|
8.77K
$722K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.22% |
$81.7 - $82.9
|
450
$37K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
66.3K+ 56.26% |
$5.41M - $5.5M
|
184K
$15.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-132- 0.12% |
$10.8K - $10.9K
|
109K
$8.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.08K+ 10.84% |
$252K - $256K
|
31.5K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-239- 3.81% |
$19.5K - $19.8K
|
6.03K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.21K+ 43.76% |
$262K - $266K
|
10.5K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
439New |
$35.9K - $36.4K
|
439
$36.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-958- 42.65% |
$78.2K - $79.4K
|
1.29K
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
59+ 1.36% |
$4.82K - $4.89K
|
4.41K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-331- 7.21% |
$27K - $27.4K
|
4.26K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-197- 0.15% |
$16.1K - $16.3K
|
130K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.08K- 13.82% |
$251K - $255K
|
19.2K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.78K+ 20.54% |
$145K - $148K
|
10.4K
$859K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
861+ 8.95% |
$70.3K - $71.4K
|
10.5K
$863K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14K+ 3.85% |
$93K - $94.5K
|
30.7K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.13K+ 66.64% |
$582K - $591K
|
17.8K
$1.47M
|