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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-171- 3.74% |
$14K - $14.1K
|
4.41K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-71.3K- 64.04% |
$5.83M - $5.89M
|
40K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.7KNew |
$1.04M - $1.05M
|
12.7K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-674- 82.2% |
$55.2K - $55.8K
|
146
$12.1K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$212K - $215K
|
2.6K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-625- 79.62% |
$51.1K - $51.7K
|
160
$13.3K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
256+ 28.19% |
$20.9K - $21.2K
|
1.16K
$96.4K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.63K- 23.82% |
$215K - $217K
|
8.41K
$696K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$327 - $331
|
1.13K
$93.2K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
85New |
$6.96K - $7.03K
|
85
$7.04K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.49% |
$982 - $993
|
2.43K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-152- 15.26% |
$12.4K - $12.6K
|
844
$69.9K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.72KNew |
$223K - $225K
|
2.72K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-401- 14.02% |
$32.8K - $33.2K
|
2.46K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.46K- 1.91% |
$120K - $121K
|
75.3K
$6.24M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.43KNew |
$199K - $201K
|
2.43K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.13K- 98.79% |
$502K - $507K
|
75
$6.21K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-380- 79.66% |
$31.1K - $31.4K
|
97
$8.03K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.02M+ 460.67% |
$83.4M - $84.3M
|
1.24M
$103M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
500New |
$40.9K - $41.4K
|
500
$41.4K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.54KNew |
$371K - $375K
|
4.54K
$376K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.6KNew |
$295K - $298K
|
3.6K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
275+ 50.0% |
$22.5K - $22.8K
|
825
$68.3K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-425- 7.88% |
$34.8K - $35.2K
|
4.97K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.74KNew |
$306K - $309K
|
3.74K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.07KNew |
$251K - $254K
|
3.07K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.19K- 45.29% |
$261K - $264K
|
3.85K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-534- 15.21% |
$43.7K - $44.2K
|
2.98K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.48KNew |
$203K - $205K
|
2.48K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.45K+ 163.58% |
$282K - $285K
|
5.55K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84New |
$6.87K - $6.95K
|
84
$6.96K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-113- 47.88% |
$9.25K - $9.35K
|
123
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-130- 42.62% |
$10.6K - $10.8K
|
175
$14.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-584- 12.21% |
$47.8K - $48.3K
|
4.2K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-180- 90.0% |
$14.7K - $14.9K
|
20
$1.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.6KNew |
$131K - $132K
|
1.6K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
430KNew |
$35.2M - $35.5M
|
430K
$35.6M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-31.9K- 88.87% |
$2.61M - $2.64M
|
4K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-520- 13.79% |
$42.6K - $43K
|
3.25K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
120New |
$9.82K - $9.93K
|
120
$9.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.03% |
$81.8 - $82.7
|
3.52K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.05K- 5.44% |
$85.8K - $86.8K
|
18.2K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-60- 0.97% |
$4.91K - $4.96K
|
6.15K
$510K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-73- 0.8% |
$5.97K - $6.04K
|
9K
$746K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
3K+ 2.19% |
$245K - $248K
|
140K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
365+ 2.4% |
$29.9K - $30.2K
|
15.6K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-352- 7.06% |
$28.8K - $29.1K
|
4.64K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 17.92% |
$102K - $103K
|
5.69K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36New |
$2.95K - $2.98K
|
36
$2.98K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-35- 27.78% |
$2.86K - $2.9K
|
91
$7.54K
|
|