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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
CALL |
-140K- 44.11% |
$11.3M - $11.4M
|
177K
$14.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.2K- 3.23% |
$830K - $836K
|
307K
$25.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-2K- 16.82% |
$162K - $163K
|
9.89K
$811K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9Closed |
$729 - $735
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 1.24% |
$1.78K - $1.8K
|
1.79K
$147K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.84KNew |
$473K - $477K
|
5.84K
$479K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33.2K- 52.56% |
$2.69M - $2.71M
|
30K
$2.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1K- 71.43% |
$81.1K - $81.7K
|
400
$32.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.62K+ 9.25% |
$131K - $132K
|
19.1K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-200- 7.49% |
$16.2K - $16.3K
|
2.47K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
282New |
$22.9K - $23K
|
282
$23.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
3.09KNew |
$250K - $252K
|
3.09K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 0.39% |
$2.03K - $2.04K
|
6.34K
$519K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.38K- 42.22% |
$517K - $521K
|
8.73K
$715K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-322- 11.55% |
$26.1K - $26.3K
|
2.47K
$202K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-543- 6.21% |
$44K - $44.3K
|
8.2K
$672K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.44K- 4.5% |
$279K - $281K
|
73K
$5.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-641- 20.25% |
$52K - $52.3K
|
2.53K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8K- 70.7% |
$648K - $653K
|
3.32K
$272K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.47KNew |
$200K - $202K
|
2.47K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 91.89% |
$2.76K - $2.78K
|
3
$246
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.31K- 28.75% |
$106K - $107K
|
3.24K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 19.78% |
$99.7K - $100K
|
4.99K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
125+ 29.07% |
$10.1K - $10.2K
|
555
$45.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-250- 6.54% |
$20.3K - $20.4K
|
3.58K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
130+ 74.29% |
$10.5K - $10.6K
|
305
$25K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.4K- 22.45% |
$194K - $196K
|
8.27K
$678K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
25KNew |
$2.03M - $2.04M
|
25K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
289+ 44.19% |
$23.4K - $23.6K
|
943
$77.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.28K+ 10574.19% |
$266K - $268K
|
3.31K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-15- 75.0% |
$1.22K - $1.22K
|
5
$410
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
370New |
$30K - $30.2K
|
370
$30.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64New |
$5.19K - $5.23K
|
64
$5.25K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-2.33K- 3.05% |
$189K - $191K
|
74.2K
$6.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-593- 13.05% |
$48.1K - $48.4K
|
3.95K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-26- 21.31% |
$2.11K - $2.12K
|
96
$7.87K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
385New |
$31.2K - $31.4K
|
385
$31.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
12.7KNew |
$1.03M - $1.04M
|
12.7K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
1.1K+ 27.5% |
$89.2K - $89.8K
|
5.1K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.86KNew |
$232K - $233K
|
2.86K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.24K+ 313.24% |
$667K - $672K
|
10.9K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
680+ 15.93% |
$55.1K - $55.5K
|
4.95K
$406K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-102- 50.5% |
$8.27K - $8.33K
|
100
$8.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-205- 7.15% |
$16.6K - $16.7K
|
2.66K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
924+ 4.44% |
$74.9K - $75.5K
|
21.7K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-400- 10.68% |
$32.4K - $32.7K
|
3.35K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
95.9K+ 269.89% |
$7.77M - $7.83M
|
131K
$10.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
20.5K+ 1.5% |
$1.66M - $1.67M
|
1.39M
$114M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12- 1.26% |
$973 - $980
|
942
$77.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
71New |
$5.75K - $5.8K
|
71
$5.82K
|