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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
895+ 1316.18% |
$72.5K - $73.1K
|
963
$78.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-24.5K- 52.83% |
$1.99M - $2M
|
21.9K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30New |
$2.43K - $2.45K
|
30
$2.46K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
169KNew |
$13.7M - $13.8M
|
169K
$13.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
260New |
$21.1K - $21.2K
|
260
$21.3K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
686+ 10.61% |
$55.6K - $56K
|
7.15K
$586K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
40+ 0.44% |
$3.24K - $3.27K
|
9.06K
$743K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.06KNew |
$734K - $740K
|
9.06K
$743K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
210New |
$17K - $17.1K
|
210
$17.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26New |
$2.11K - $2.12K
|
26
$2.13K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-277- 7.01% |
$22.5K - $22.6K
|
3.68K
$301K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 13.87% |
$131K - $132K
|
10K
$823K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-429- 71.62% |
$34.8K - $35K
|
170
$13.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-187- 99.47% |
$15.2K - $15.3K
|
1
$82
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-178- 0.54% |
$14.4K - $14.5K
|
32.8K
$2.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
71New |
$5.75K - $5.8K
|
71
$5.82K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-17- 6.44% |
$1.38K - $1.39K
|
247
$20.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-613- 51.3% |
$49.7K - $50.1K
|
582
$47.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.36KNew |
$191K - $193K
|
2.36K
$194K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
137K+ 338.13% |
$11.1M - $11.2M
|
178K
$14.5M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 33.37% |
$24.4K - $24.7K
|
599
$49.1K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
286+ 4.82% |
$23.3K - $23.5K
|
6.22K
$510K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.9KClosed |
$725K - $733K
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$81.5 - $82.3
|
2
$164
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
782New |
$63.7K - $64.4K
|
782
$64.1K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.7KNew |
$1.61M - $1.63M
|
19.7K
$1.62M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.52K- 44.85% |
$124K - $125K
|
1.87K
$154K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.19K+ 4.44% |
$96.6K - $97.7K
|
27.9K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-857- 99.88% |
$69.8K - $70.6K
|
1
$82
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
22.1KNew |
$1.8M - $1.82M
|
22.1K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.47KNew |
$201K - $203K
|
2.47K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
9.25KNew |
$754K - $762K
|
9.25K
$758K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.08KNew |
$658K - $665K
|
8.08K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-35- 15.49% |
$2.85K - $2.88K
|
191
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.44KNew |
$280K - $283K
|
3.44K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79New |
$6.44K - $6.5K
|
79
$6.48K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-600- 11.66% |
$48.9K - $49.4K
|
4.55K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.89KNew |
$235K - $238K
|
2.89K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.83KNew |
$312K - $315K
|
3.83K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
4.77KNew |
$388K - $393K
|
4.77K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
40.4K+ 147.02% |
$3.29M - $3.33M
|
67.9K
$5.57M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-640- 35.77% |
$52.2K - $52.7K
|
1.15K
$94.2K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
12.6KNew |
$1.03M - $1.04M
|
12.6K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.45KNew |
$200K - $202K
|
2.45K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.31K- 32.14% |
$188K - $190K
|
4.87K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.45K- 56.13% |
$281K - $284K
|
2.7K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-469K- 84.8% |
$38.2M - $38.6M
|
84.1K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Antara Capital LP
New York, NY |
BUY
|
- |
274KNew |
$22.3M - $22.5M
|
274K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
5K+ 69.44% |
$407K - $412K
|
12.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.1K+ 23.2% |
$4.89M - $4.95M
|
319K
$26.1M
|
|