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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$16.3K - $16.7K
|
12.8K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
87+ 0.91% |
$7.07K - $7.25K
|
9.6K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16+ 0.53% |
$1.3K - $1.33K
|
3.04K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-301- 27.07% |
$24.5K - $25.1K
|
811
$66.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-13- 37.14% |
$1.06K - $1.08K
|
22
$1.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20New |
$1.63K - $1.67K
|
20
$1.64K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-36- 0.68% |
$2.93K - $3K
|
5.23K
$429K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-875- 2.62% |
$71.1K - $72.9K
|
32.5K
$2.67M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.02K- 94.8% |
$408K - $418K
|
275
$22.5K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.77K+ 19.23% |
$144K - $148K
|
11K
$902K
|
|
| Q2 2024 | |||||||
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$227K - $229K
|
2.8K
$230K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-30.5K- 23.63% |
$2.47M - $2.49M
|
98.5K
$8.08M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.75KClosed |
$223K - $225K
|
0
$0
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 4.07% |
$4.62K - $4.65K
|
1.34K
$110K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.89K- 7.27% |
$153K - $154K
|
24.1K
$1.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-585- 0.56% |
$47.4K - $47.8K
|
104K
$8.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-425- 10.06% |
$34.4K - $34.7K
|
3.8K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-105- 15.91% |
$8.51K - $8.57K
|
555
$45.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.32K- 28.47% |
$188K - $189K
|
5.83K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 33.74% |
$109K - $110K
|
2.64K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.16K- 32.94% |
$581K - $585K
|
14.6K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.57K- 47.97% |
$289K - $291K
|
3.87K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.32K+ 111.35% |
$269K - $271K
|
6.29K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
159New |
$12.9K - $13K
|
159
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-24.6K- 77.0% |
$2M - $2.01M
|
7.36K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.98KNew |
$241K - $243K
|
2.98K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
162KNew |
$13.1M - $13.2M
|
162K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
19.3K+ 78.03% |
$1.57M - $1.58M
|
44.1K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-56- 14.89% |
$4.54K - $4.57K
|
320
$26.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
244New |
$19.8K - $19.9K
|
244
$20K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3.16KNew |
$256K - $258K
|
3.16K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.12KClosed |
$253K - $255K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
1New |
$81.1 - $81.7
|
1
$82
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.17K+ 2684.35% |
$500K - $504K
|
6.4K
$525K
|
|
|
Aug 13, 2024
Q2 2024
|
Rock Creek Group, LP
|
BUY
|
- |
67.4KNew |
$5.46M - $5.5M
|
67.4K
$5.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
12K+ 1.68% |
$970K - $977K
|
723K
$59.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-908- 25.49% |
$73.6K - $74.1K
|
2.65K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.86KNew |
$312K - $315K
|
3.86K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
299New |
$24.2K - $24.4K
|
299
$24.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-116- 54.72% |
$9.4K - $9.47K
|
96
$7.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 7.53% |
$1.13K - $1.14K
|
172
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
64K+ 25.48% |
$5.19M - $5.22M
|
315K
$25.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.24% |
$567 - $572
|
2.9K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.54KNew |
$206K - $207K
|
2.54K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
286New |
$23.2K - $23.4K
|
286
$23.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
173New |
$14K - $14.1K
|
173
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.61KNew |
$292K - $295K
|
3.61K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.21M- 9.07% |
$180M - $181M
|
22.2M
$1.82B
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-231K- 34.56% |
$18.7M - $18.9M
|
437K
$35.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
106+ 4.05% |
$8.59K - $8.66K
|
2.72K
$223K
|
|