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 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-28- 0.58% |
$2.29K - $2.32K
|
4.77K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.42KNew |
$361K - $367K
|
4.42K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.83K- 8.17% |
$231K - $235K
|
31.8K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-20.7K- 20.05% |
$1.69M - $1.72M
|
82.7K
$6.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.82K+ 17.57% |
$312K - $317K
|
25.6K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-25- 0.22% |
$2.04K - $2.07K
|
11.4K
$939K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.17KNew |
$259K - $263K
|
3.17K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.34K- 21.75% |
$109K - $111K
|
4.82K
$398K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.05K+ 5.75% |
$167K - $170K
|
37.7K
$3.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
775+ 31.1% |
$63.3K - $64.3K
|
3.27K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-561- 34.95% |
$45.8K - $46.5K
|
1.04K
$86.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-334- 9.31% |
$27.3K - $27.7K
|
3.25K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1K- 98.23% |
$81.7K - $82.9K
|
18
$1.49K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-122- 0.41% |
$9.96K - $10.1K
|
30K
$2.48M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.4KNew |
$1.01M - $1.03M
|
12.4K
$1.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.07% |
$81.7 - $82.9
|
1.35K
$112K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.63KNew |
$459K - $466K
|
5.63K
$465K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
258KNew |
$21.1M - $21.4M
|
258K
$21.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-281- 2.35% |
$23K - $23.3K
|
11.7K
$966K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
76.9K+ 51.79% |
$6.28M - $6.38M
|
225K
$18.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
313+ 0.35% |
$25.6K - $26K
|
89K
$7.36M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.17% |
$817 - $829
|
6.05K
$500K
|
|
| Q3 2024 | |||||||
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.45K- 4.38% |
$118K - $121K
|
31.6K
$2.61M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-60- 3.96% |
$4.88K - $5K
|
1.46K
$120K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
3.61KNew |
$293K - $301K
|
3.61K
$298K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-925- 6.33% |
$75.2K - $77K
|
13.7K
$1.13M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.27K+ 5.18% |
$672K - $689K
|
168K
$13.9M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4.41K+ 103.01% |
$359K - $367K
|
8.69K
$718K
|
|
|
Dec 02, 2024
Q3 2024
|
Cornell University
New York, NY |
SELL
|
- |
-15.3K- 36.59% |
$1.24M - $1.27M
|
26.5K
$2.19M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.6K- 7.44% |
$130K - $133K
|
19.9K
$1.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-270- 3.99% |
$22K - $22.5K
|
6.49K
$537K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-49.5K- 97.35% |
$4.03M - $4.12M
|
1.35K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9.8K- 79.71% |
$797K - $816K
|
2.49K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.53KNew |
$287K - $294K
|
3.53K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
161+ 1.01% |
$13.1K - $13.4K
|
16.1K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-220K- 5.44% |
$17.9M - $18.3M
|
3.82M
$316M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
812+ 6.87% |
$66K - $67.6K
|
12.6K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-170- 0.44% |
$13.8K - $14.2K
|
38.1K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.03KNew |
$653K - $669K
|
8.03K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25K+ 106.58% |
$101K - $104K
|
2.42K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.64M - $1.68M
|
20.2K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
21.5KNew |
$1.75M - $1.79M
|
21.5K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-10.2K- 18.09% |
$827K - $847K
|
46K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-509- 7.32% |
$41.4K - $42.4K
|
6.45K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
95.4KNew |
$7.75M - $7.94M
|
95.4K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-29- 4.82% |
$2.36K - $2.42K
|
573
$47.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$81.3 - $83.3
|
10.3K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-208K- 85.39% |
$16.9M - $17.3M
|
35.5K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.7KNew |
$1.36M - $1.39M
|
16.7K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.7KNew |
$1.27M - $1.31M
|
15.7K
$1.3M
|
|