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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
43+ 0.38% |
$3.5K - $3.54K
|
11.2K
$922K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-5- 5.38% |
$407 - $412
|
88
$7.21K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28- 90.32% |
$2.28K - $2.31K
|
3
$246
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.5KNew |
$122K - $124K
|
1.5K
$123K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-175- 4.41% |
$14.3K - $14.4K
|
3.79K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
21New |
$1.71K - $1.73K
|
21
$1.72K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
5.28K+ 91.6% |
$430K - $435K
|
11K
$905K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.37K+ 8.04% |
$111K - $112K
|
18.4K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$2.77K - $2.8K
|
34
$2.79K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
15+ 0.51% |
$1.22K - $1.24K
|
2.94K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
11.6K+ 117.34% |
$944K - $954K
|
21.5K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
400+ 8.87% |
$32.6K - $32.9K
|
4.91K
$403K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-54.7K- 94.63% |
$4.46M - $4.5M
|
3.1K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
15.2KNew |
$1.24M - $1.25M
|
15.2K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-38- 0.52% |
$3.1K - $3.13K
|
7.24K
$594K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
24.9K+ 179.16% |
$2.03M - $2.05M
|
38.7K
$3.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-418- 2.97% |
$34.1K - $34.4K
|
13.6K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
9.84K+ 9.65% |
$802K - $810K
|
112K
$9.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.58K- 18.92% |
$129K - $130K
|
6.76K
$554K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4.16KNew |
$339K - $342K
|
4.16K
$341K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.56KNew |
$209K - $211K
|
2.56K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.52KNew |
$368K - $372K
|
4.52K
$370K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-78- 2.73% |
$6.36K - $6.42K
|
2.78K
$228K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.81K- 9.1% |
$148K - $149K
|
18.1K
$1.48M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-17- 2.76% |
$1.39K - $1.4K
|
600
$49.2K
|
|
| Q4 2023 | |||||||
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.59KClosed |
$209K - $213K
|
0
$0
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-535- 72.01% |
$43.1K - $43.9K
|
208
$17K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-108- 2.7% |
$8.71K - $8.86K
|
3.9K
$320K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.86% |
$322 - $328
|
467
$38.3K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
50.8K+ 1270600.0% |
$4.1M - $4.17M
|
50.8K
$4.17M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.02% |
$242 - $246
|
17.8K
$1.46M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.46KNew |
$279K - $284K
|
3.46K
$283K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
777New |
$62.6K - $63.7K
|
777
$63.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
975KNew |
$78.6M - $80M
|
975K
$79.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
186+ 11.71% |
$15K - $15.3K
|
1.77K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.47K- 22.83% |
$522K - $531K
|
21.9K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-85K- 94.88% |
$6.85M - $6.97M
|
4.58K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-856K- 93.05% |
$69M - $70.2M
|
63.9K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
688KNew |
$55.5M - $56.4M
|
688K
$56.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
366+ 9.52% |
$29.5K - $30K
|
4.21K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.83KNew |
$309K - $314K
|
3.83K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.65K- 8.38% |
$133K - $135K
|
18K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82+ 1.16% |
$6.61K - $6.73K
|
7.12K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.15KNew |
$415K - $422K
|
5.15K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.26K - $7.38K
|
90
$7.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
619KNew |
$49.9M - $50.8M
|
619K
$50.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.65K- 22.88% |
$214K - $217K
|
8.93K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
250KNew |
$20.2M - $20.5M
|
250K
$20.5M
|
|